Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Omaha, NE 68114
Credentials
Series 66
Industry experience
15 years
Matthew Mohnsen is a financial advisor with U.S. Bancorp Advisors, LLC in Omaha, NE, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., First Investments and Planning, Raymond James Financial Services Advisors, and First National Bank of Omaha. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm utilizes model strategies, separately managed accounts, and unified managed accounts, combining third-party investment managers and technology platforms to implement client strategies with discretionary and non-discretionary portfolio management.
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.
222 S 72nd St
Omaha, NE 68114
Nebraska
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
First Investments and Planning
2018 - 2023 (5 years)
Raymond James Financial Services Advisors INC.
2015 - 2023 (8 years)
Raymond james Financial Services, Inc
2015 - 2023 (8 years)
First National Bank Of Omaha
2011 - 2023 (12 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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 65
Omaha, NE
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Series 65
Omaha, NE
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Series 63, Series 65
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Legacy Estate Planning Group, Inc.
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