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Michael Le Fever

Advisor at U.S. Bancorp Advisors, LLC

Updated today
U.S. Bancorp Advisors, LLC logo

Firm

U.S. Bancorp Advisors, LLC

Location

Iowa City, IA 52246

Credentials

Series 66

Industry experience

20 years

Client services

Portfolio management Selection of other advisers

Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.60% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.10% $5,000,001+: 1.10%

Other

Account minimum: $25,000 minimum for most programs, with some programs requiring higher minimums up to $500,000

Work history

U.S. Bancorp Advisors, LLC

2026 - Present (1 year)

U.S. Bancorp Investments, Inc,

2005 - 2026 (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chad G

CFP®, EA, RICP®

Hiawatha, IA

Arnold and Mote Wealth Management

After a successful career in Information Technology at a local aerospace and defense company, I transitioned into financial planning to focus on what I found most meaningful: helping people make thoughtful decisions about their money and their future. I earned my CERTIFIED FINANCIAL PLANNER™ designation in 2024 and founded Custom Fit Financial to serve individuals and families who are often overlooked by firms with high minimums or product-driven models. Custom Fit Financial is a fee-only, advice-only firm based in Cedar Rapids, Iowa. I work with clients nationwide through a virtual planning model and also offer in-person meetings for clients in the Cedar Rapids area. My services are provided on a project-based and hourly basis, with no long-term contracts, commissions, or account minimums. My work often focuses on retirement and pre-retirement planning, tax strategies, and helping DIY investors gain clarity and confidence. I believe financial planning works best when it is personal, understandable, and flexible. My role is to help clients simplify complex decisions, avoid costly mistakes, and build a plan that fits their life and values. I offer an initial complimentary 30-minute conversation so we can explore your goals, answer questions, and determine whether working together feels like a good fit.

General retirement planning FIRE (Financial Independence Retire Early) Gen X (Born 1965-1980)

Ryan R

CFP®, Series 66

Cedar Rapids, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance General retirement planning Wealth management

Adela H

Series 66

Coralville, IA

Edward Jones

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Intergenerational Families

Christopher P

Series 66

Williamsburg, IA

Edward Jones

Business ownership considerations Wealth management Founder/Business Owner

Jeffery D

Series 66

North Liberty, IA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer Professional Athlete Educators, Teachers, and Academics

Robert M

CFP®, Series 63

Cedar Rapids, IA

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management
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