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Financial ADVSR advisor directory · SEC adviser records

U.S. Bancorp Advisors, LLC financial advisors in Montana

Every SEC-registered investment adviser representative at a U.S. Bancorp Advisors, LLC office in Montana, by city and A to Z.

The short answer

4 registered advisors work at U.S. Bancorp Advisors, LLC in Montana, out of 988 nationwide; it's the firm's number 23 state by advisors, and the most are in Billings (2). 1 list the CFP designation and 4 are also registered broker representatives.

U.S. Bancorp Advisors, LLC advisors by city in Montana

Every firm in Montana →

Billings 2Bozeman 1Missoula 1

U.S. Bancorp Advisors, LLC advisors in Montana, A to Z

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U.S. Bancorp Advisors, LLC advisors in every state →U.S. Bancorp Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

U.S. Bancorp Advisors, LLC in other states

California 261Minnesota 167Ohio 71Washington 69Wisconsin 61Oregon 57Missouri 44Illinois 38Colorado 32Arizona 27Iowa 26Kentucky 19Tennessee 19Idaho 13Nebraska 11Nevada 11Florida 10Utah 8North Carolina 7New York 7South Dakota 5Texas 5Arkansas 3Kansas 3North Dakota 3

Questions

How many U.S. Bancorp Advisors, LLC financial advisors are in Montana?

4 investment adviser representatives are registered at U.S. Bancorp Advisors, LLC offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 988 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Where in Montana does U.S. Bancorp Advisors, LLC have the most advisors?

Billings, with 2, then Bozeman (1). U.S. Bancorp Advisors, LLC has advisors in 3 cities in Montana.

How do I check a U.S. Bancorp Advisors, LLC advisor in Montana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the U.S. Bancorp Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.