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
Iowa City, IA 52240
Credentials
Series 63, Series 65
Industry experience
25 years
$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.60% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.10% $5,000,001+: 1.10%
Account minimum: $25,000 minimum for most programs, with some programs requiring higher minimums up to $500,000
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2001 - 2026 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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