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
15 years
Alexander Leri is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Charles Schwab, and USAA Financial Services. Outside of his advisory work, he is involved in managing rental real estate properties. U.S. Bancorp Advisors, LLC provides investment advisory services to individuals, charitable organizations, businesses, and retirement accounts through its Personal Portfolios Wrap Program. The firm integrates third-party investment managers and technology platforms to offer model-based portfolio management, with operational support from its affiliation with U.S. Bancorp and U.S. Bank.
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.
3525 Hartsel
Colorado Springs, CO 80920
Colorado · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2023 - 2026 (3 years)
Charles Schwab
2020 - 2023 (3 years)
Usaa Investment Management Company
2018 - 2020 (2 years)
Usaa Financial Planning Services, Inc
2013 - 2020 (7 years)
Usaa Financial Advisors Inc
2011 - 2020 (9 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 65
Colorado Springs, CO
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CFP®, Series 63, Series 65
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First Light Financial
ChFC®, Series 65
Colorado Springs, CO
Cornerstone Financial Planning
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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