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Renata Burns

Advisor at U.S. Bancorp Advisors, LLC

Updated today
U.S. Bancorp Advisors, LLC logo

Firm

U.S. Bancorp Advisors, LLC

Location

Chicago, IL 60628

Credentials

Series 63, Series 65

Industry experience

4 years

About

Renata Burns is a financial advisor at U.S. Bancorp Advisors, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations and has been affiliated with various entities within the U.S. Bancorp organization since 2011. Her current role at U.S. Bancorp Advisors began in 2026. U.S. Bancorp Advisors, LLC provides investment advisory services through its Personal Portfolios Wrap Program, serving individuals, charitable organizations, businesses, and retirement accounts. The firm employs a combination of third-party investment managers, technology platforms, and proprietary model portfolios to deliver discretionary and non-discretionary portfolio management.

Client services

Based on U.S. Bancorp Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on U.S. Bancorp Advisors, LLC

General retirement planning Elder care planning College savings (529s, UTMA, etc.)

Fee options

Commissions

Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.

Location

1000 E 111 Th St

Chicago, IL 60628

Most active in

Illinois

Work history

U.S. Bancorp Advisors, LLC

2026 - Present (1 year)

U.S. Bancorp Investments, Inc.

2022 - Present (4 years)

U.S. Bancorp Investments, Inc.

2020 - 2021 (1 year)

U.S. Bank

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Donald C

Series 66

Tinley Park, IL

DMC Capital Management Inc

Passive / index investing Cash flow / budgeting
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Alexander L

CFP®, Series 63, Series 65

Flossmoor, IL

OmniDivitia Wealth Management, Inc.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner
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Charles H

CFP®

Riverside, IL

Focused Up Financial, LLC

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
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Marc F

Series 66

Chicago, IL

Monroe Financial Inc.

College savings (529s, UTMA, etc.) Life insurance needs analysis Cash flow / budgeting
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Kyle M

CFP®, Series 66

Oak Lawn, IL

Whisper Wealth Builders

General retirement planning Income planning Founder/Business Owner Approaching retirement
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