Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Colorado Springs, CO 80920
Credentials
Series 63, Series 65
Industry experience
17 years
Aaron Nelson is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Key Investment Services. Aaron is based in Colorado Springs, CO. 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 employs a combination of third-party investment managers, technology platforms, and proprietary model portfolios developed by its affiliate Asset Management Group to deliver discretionary and non-discretionary portfolio management.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Clients may pay commissions and transaction-based charges depending on account type and transactions.
1520 Briargate Blvd
Colorado Springs, CO 80920
Colorado
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
key Investment Services
2014 - 2023 (9 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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 65
Colorado Springs, CO
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CFP®, Series 63, Series 65
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ChFC®, Series 65
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Series 65
Colorado Springs, CO
Sparks Capital Management
Series 65
Colorado Springs, CO
Prosper Financial
Series 65
Monument, CO
Thrive Financial Management
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