Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Chandler, AZ 85248
Credentials
Series 66
Industry experience
14 years
Owen Farnsworth is a financial advisor with U.S. Bancorp Advisors, LLC in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at SECURITIES AMERICA, Inc., LPL Financial, LLC, PFG Advisors, Bank of America, N.A., and Merrill Lynch Pierce Fenner & Smith Incorporated. Outside of his advisory work, he provides part-time bookkeeping and accounting services through two small businesses in Phoenix, AZ. U.S. Bancorp Advisors, LLC offers investment advisory services primarily through its Personal Portfolios Wrap Program, serving individuals, charitable organizations, businesses, and retirement accounts. The firm utilizes a combination of third-party investment managers, technology platforms, and proprietary model portfolios to manage client assets, with various account management authorities depending on the program.
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.
2995 S Alma School Rd
Chandler, AZ 85248
Arizona
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2025 - 2026 (1 year)
OSAIC
2024 - 2025 (1 year)
SECURITIES AMERICA, inc.
2017 - 2024 (7 years)
LPL Financial, LLC
2016 - 2025 (9 years)
PFG Advisors
2016 - 2025 (9 years)
BANK of AMERICA, N.A.
2013 - 2016 (3 years)
Merrill Lynch Pierce Fenner & Smith Incorporated
2013 - 2016 (3 years)
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.
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Woodmont Financial Partners LLC
I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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Queen Creek, AZ
Flight Capital Management, LLC
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Estate & Retirement Strategies LLC
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