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
Dubuque, IA 52002
Credentials
Series 66
Industry experience
6 years
Heather Wild is a financial advisor at U.S. Bancorp Advisors, LLC with six years of industry experience. She holds the Series 66 designation and has worked within various divisions of U.S. Bancorp since 2011. 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, supported by technology access to Fidelity’s FMAX platform and proprietary model portfolios developed by its affiliate Asset Management Group/USBI.
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.
435 John F. Kennedy Rd
Dubuque, IA 52002
Iowa · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2018 - 2026 (8 years)
U.S. Bank
2011 - 2018 (7 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.
Series 63, Series 66
Duuque, IA
RetireRight Consulting Group
Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Series 63, Series 65
Dubuque, IA
RetireRight Consulting Group
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
Series 63, Series 65
Dubuque, IA
Weitzel Financial Services, Inc.
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