Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Raymore, MO 64083
Credentials
Series 63, Series 65
Industry experience
7 years
Michael Rizzo is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., U.S. Bank, DST Market Services, and the Federal Reserve Bank of Kansas City. He serves as secretary of the board for Seedling Strings, an educational nonprofit based in Kansas City, KS. 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 uses model strategies, separately managed accounts, and technology access to Fidelity’s FMAX platform to construct and manage portfolios, offering both discretionary and non-discretionary wrap-fee 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.
900 W Foxwood Dr
Raymore, MO 64083
Kansas · Missouri · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2019 - 2026 (7 years)
U.S. Bank
2019 - 2021 (2 years)
DST Market Services
2018 - 2019 (1 year)
Brookside Wine and Spirits
2018 - 2018 (1 year)
Federal Reserve Bank of Kansas City
2016 - 2018 (2 years)
Gwfs Equities, Inc.
2016 - 2016 (1 year)
DST Systems Inc
2014 - 2016 (2 years)
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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.
CFP®, Series 66
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Series 63, Series 66
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Series 63, Series 65
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Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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