U.s. Bancorp Advisors, LLC

U.s. Bancorp Advisors, LLC (CRD# 14455) is a financial advisory firm headquartered in Glendale, CA. They manage $1,387,160,512 in 3,901 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,387
    MILLION
  • Total Number of Accounts
    3,901
    ACCOUNTS
  • Average Account Value
    $355,591
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at U.s. Bancorp Advisors, LLC
Showing 11 - 20 of 124 top financial advisors.
11
Brian S. Batt
CRD#: 2226520
350 California St, 18th Floor, San Francisco, CA 94104

Brian Batt (CRD# 2226520) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.

12
Kimberly A. Baumgartner
CRD#: 2747374
350 California St., 18th Floor, San Francisco, CA 94104

Kimberly Baumgartner (CRD# 2747374) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.

13
Steven C. Baumhoff
CRD#: 1416203
350 California St, 18th Floor, San Francisco, CA 94104

Steven Baumhoff (CRD# 1416203) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

14
Brooke K. Bordner
CRD#: 5121440
6666 North Cedar Ave, Fresno, CA 93710

Brooke Bordner (CRD# 5121440) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Fresno, CA and has over 17 years of experience in the finance industry.

15
Matthew D. Bowen
CRD#: 5590170
11661 San Vicente Boulevard, Los Angeles, CA 90049

Matthew Bowen (CRD# 5590170) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.

16
Jennifer N. Broemeling
CRD#: 5967227
9460 Wilshire Blvd., Beverly Hills, CA 90212

Jennifer Broemeling (CRD# 5967227) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Beverly Hills, CA and has over 11 years of experience in the finance industry.

17
Daniel C. Caneva
CRD#: 1686099
800 N Brand Blvd., 16th Floor, Glendale, CA 91203

Daniel Caneva (CRD# 1686099) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendale, CA and has over 34 years of experience in the finance industry.

18
James W. Carey
CRD#: 6337402
800 Nicollet Mall, Minneapolis, MN 55402

James Carey (CRD# 6337402) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.

19
Nina Castellanes
CRD#: 6745965
601 West Route 66, Glendora, CA 91740

Nina Castellanes (CRD# 6745965) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Glendora, CA and has over 6 years of experience in the finance industry.

20
Michael Chan
CRD#: 5984114
4291 El Camino Real, Palo Alto, CA 94306

Michael Chan (CRD# 5984114) is an Investment Advisor Representative working at U.s. Bancorp Advisors, LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.

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