Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Saint Cloud, MN 56301
Credentials
Series 63, Series 65
Industry experience
9 years
Tami Wattnem is a financial advisor at U.S. Bancorp Advisors, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at U.S. Bancorp Investments, Inc., NYLIFE Securities LLC, New York Life Insurance Co., and Avera Sacred Heart Hospital. 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 uses a combination of third-party investment managers, technology platforms, and proprietary model portfolios to deliver discretionary and non-discretionary portfolio management.
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.
1015 W Saint Germain St
Saint Cloud, MN 56301
Minnesota
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2017 - 2026 (9 years)
NYLIFE Securities LLC
2016 - 2017 (1 year)
New York Life Insurance Co.
2016 - 2017 (1 year)
Avera Sacred Heart Hospital
2014 - 2017 (3 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 65
Clear Lake, MN
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Series 63, Series 65
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CRG Wealth, LLC
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Series 66
St. Cloud, MN
Lfa
Series 63
St. Cloud, MN
Lfa
CFP®, Series 63, Series 65
St. Cloud, MN
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