Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Folsom, CA 95630
Credentials
Series 63, Series 65
Industry experience
8 years
Luu Mathias is a financial advisor at U.S. Bancorp Advisors, LLC with eight years of industry experience. Prior to joining U.S. Bancorp Advisors in 2025, Mathias held positions at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bancorp Investments, among others. Outside of financial advising, Mathias is involved in a construction and heavy equipment sales and service business, Northwest Sales Solution, LLC, where they serve as owner. U.S. Bancorp Advisors, LLC offers investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm employs a model-based approach combining third-party managers, technology platforms, and discretionary and non-discretionary management to deliver customized portfolio solutions.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
1900 Prairie City Rd
Folsom, CA 95630
California
U.S. Bancorp Advisors, LLC
2025 - Present (1 year)
JPMorgan Chase Bank, N.A.
2023 - 2025 (2 years)
J.P. Morgan Securities
2023 - 2025 (2 years)
Northwest Sales Solution, LLC
2021 - Present (5 years)
ENG Restaurants Inc
2018 - 2018 (1 year)
Uber
2018 - 2021 (3 years)
U.S. Bancorp Investments, Inc.
2017 - 2022 (5 years)
US Bancorp investments
2017 - 2022 (5 years)
U.S. Bank
2017 - 2019 (2 years)
Country Capital Management
2016 - 2017 (1 year)
Country Capital Management Company
2016 - 2017 (1 year)
Capital One Investing, LLC
2016 - 2016 (1 year)
Capital One
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Loomis, CA
JC Financial Services
Series 63, Series 65
Cameron Park, CA
MP3 Finance LLC
Series 63, Series 65
Cameron Park, CA
Faulkner Financial Planning, LLC
CFA®
Sacramento, CA
Atwima Wealth Management LLC
Series 63, Series 65
Roseville, CA
Covered Edge Asset Management, LLC
Series 65
Gold River, CA
Alpha Retirement Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")