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
Medford, OR 97501
Credentials
Series 63, Series 65
Industry experience
18 years
Rachel Torres is a financial advisor at U.S. Bancorp Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Key Investment Services and Northwestern Mutual. Outside of her advisory role, she serves on the board of directors for the Medford Rogue Rotary Club. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program, serving individuals, charitable organizations, businesses, and retirement accounts. The firm uses a combination of third-party investment managers, technology platforms, and proprietary model portfolios to implement client strategies with options for discretionary and non-discretionary 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.
131 E Main St
Medford, OR 97501
Oregon
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2022 - 2026 (4 years)
Key Investment Services
2021 - 2022 (1 year)
Northwestern Mutual Wealth Management Company
2021 - 2021 (1 year)
Ben Kalina
2020 - 2021 (1 year)
Northwestern Mutual Investment Services LLC
2020 - 2021 (1 year)
Key Investment Services
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
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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 66
Central Point, OR
Penfield Investments LLC
Series 66
Ashland, OR
True Purpose Advisors, LLC
Series 63, Series 65
Central Point, OR
Gerritz Wealth Management, Inc.
CFP®, Series 65
Medford, OR
Fidelis IM
CFP®, Series 63, Series 66
Ashland, OR
Retirement Planning Specialists, Inc.
Series 66
Ashland, OR
Retirement Planning Specialists, Inc.
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