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
Wisconsin Rapids, WI 54494
Credentials
Series 63, Series 65
Industry experience
6 years
Tara O'Connor is a financial advisor with U.S. Bancorp Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Nicolet Wealth Management, Nicolet National Bank, Woodbury Financial Services, Legacy Accounting and Financial Services, and WoodTrust Bank. 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 combines third-party investment managers, implementation management, and technology to offer model portfolio management with options for tax management and values-based screens.
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.
3520 8th St S
Wisconsin Rapids, WI 54494
Texas · Wisconsin
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2025 - 2026 (1 year)
Nicolet Wealth Management
2024 - 2025 (1 year)
Nicolet National Bank
2020 - 2025 (5 years)
Woodbury Financial Services inc
2019 - 2020 (1 year)
Legacy Accounting and Financial Services, LLC
2019 - 2020 (1 year)
WoodTrust Bank
2014 - 2019 (5 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
Wisconsin Rapids, WI
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Elite Wealth Management, Inc.
CFP®, CFA®, Series 66
Stevens Point, WI
Evexia Wealth, LLC
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