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
Northridge, CA 91326
Credentials
Series 63, Series 66
Industry experience
13 years
Steven Krikul is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and J.P. Morgan Securities. 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 offers wrap-fee portfolio management using model strategies, separately managed accounts, and unified managed accounts, leveraging third-party managers and technology to implement client strategies.
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.
19921 Rinaldi St
Northridge, CA 91326
California
U.S. Bancorp Advisors, LLC
2025 - Present (1 year)
Bank of America, N.A.
2023 - 2025 (2 years)
Merrill
2023 - 2025 (2 years)
Wells Fargo Clearing
2022 - 2023 (1 year)
Wells Fargo Bank, nA
2022 - 2023 (1 year)
J.P. Morgan Securities
2012 - 2022 (10 years)
JP MORGAN CHASE BANK
2011 - 2022 (11 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.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
Series 65
Woodland Hills, CA
She Wealth Advisors LLC
CFA®, Series 63
Westlake Village, CA
Haven Capital Group
Series 65
Encino, CA
ABK Management LLC
Series 65
Agoura Hills, CA
Bragg Capital Management LLC
Series 63, Series 65
Studio City, CA
Goldfarb Financial Management, LLC
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