Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Waterloo, IA 50701
Credentials
Series 63, Series 66
Industry experience
10 years
Nicholas Gary is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he serves as head coach and treasurer for the Cedar Valley Basketball Club, managing coaching duties and the club’s finances. 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 combines third-party investment managers, technology platforms, and proprietary model portfolios to deliver 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.
425 Cedar St
Waterloo, IA 50701
Iowa · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2015 - 2026 (11 years)
U.S. Bank
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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 63
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65
Waterloo, IA
Keystone Wealth Management
Series 63
Cedar Falls, IA
Fencl Advisory Services, LLC
Series 65
Waterloo, IA
Tuve Investment Management, Inc.
Series 63, Series 65, Series 66
Waterloo, IA
Net Worth Advisors
Series 63, Series 65
Cedar Falls, IA
Fencl Advisory Services, LLC
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