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
Andover, MN 55304
Credentials
Series 63, Series 65
Industry experience
8 years
Michelle Ramola is a financial advisor at U.S. Bancorp Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, Inc., LPL Financial, CUNA Brokerage Services, Inc., Wings Financial CU, and Michael O'Malley State Farm Insurance Agency. U.S. Bancorp Advisors, LLC provides investment advisory services to individuals, charitable organizations, businesses, and retirement accounts through its Personal Portfolios Wrap Program. The firm uses a combination of third-party investment managers, technology platforms, and proprietary model portfolios to manage discretionary and non-discretionary wrap-fee accounts.
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.
3445 Bunker Lake Blvd
Andover, MN 55304
Minnesota
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
LPL Financial
2022 - 2023 (1 year)
CUNA Brokerage Services, Inc.
2017 - 2022 (5 years)
Wings Financial CU
2016 - 2023 (7 years)
Michael O'Malley State Farm Insurance Agency
2016 - 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
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Series 63, Series 66
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DLW Financial Management, LLC
CFP®, Series 63, Series 65
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Right Path Financial LLC
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