UB
U.S. BANCORP ADVISORS, LLC
SEC RegisteredFinancial strategies for wherever life takes you
SAINT PAUL, MNhttps://usbank.com/wealth-management.html800-888-4700
Assets Under Management
$1B–$5B
Employees
379
Office Locations
41 offices
Total Accounts
3992
About the firm
U.S. Wealth Management – U.S. Bank | U.S. Bancorp Advisors is the marketing logo for U.S. Bank and its affiliate U.S. Bancorp Advisors. They offer personalized guidance and self-directed investing options to help clients work toward their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/Municipal
Areas of expertise
Investment ManagementWealth PlanningTrusts And EstatesRetirement PlanningEducation FundingSelf-directed InvestingEtfsMutual FundsStocksBondsMarket News+1 more
Services
Investment management, wealth planning, trusts and estates, banking, personalized financial guidance, and self-directed investing including stocks, bonds, mutual funds, and ETFs through U.S. Bancorp Advisors.
Who they serve
Individuals at any stage of their financial journey seeking personalized guidance or self-directed investing options to work toward their financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,809 | $1.1B |
| High Net Worth Individuals | 436 | $567M |
| Charitable Organizations | 25 | $26M |
0 total clients reported on Form ADV.
Leadership
N.a. Mufg Union Bank
SOLE MEMBER
Milan Konkol
CHIEF COMPLIANCE OFFICER
Daniel Cesar Caneva
DIVISION OPERATIONS MGR
Michael Scott Mortensen
PRESIDENT & CEO
Shane T Triplett
INSTITUTIONAL SALES MANAGER
Julian Michael Jacolev
CHIEF FINANCIAL OFFICER
U.s. Bancorp
SOLE SHAREHOLDER
Office locations
41 offices in 4 states
MN
SAINT PAULHQ
CA
PALM DESERT
CA
CHULA VISTA
CA
SAN GABRIEL
CA
SAN DIEGO
CA
GLENDORA
CA
HUNTINGTON BEACH
CA
BEVERLY HILLS
CA
SAN FRANCISCO
CA
SANTA BARBARA
CA
TUSTIN
CA
BEVERLY HILLS
AZ
TEMPE
CA
COSTA MESA
CA
LAKEWOOD
CA
GLENDALE
CA
SANTA MONICA
WA
SEATTLE
CA
PALO ALTO
CA
CITY OF INDUSTRY
CA
SAN DIEGO
CA
ROLLING HILLS ESTATE
CA
LAGUNA HILLS
CA
SAN DIEGO
CA
CORONADO
CA
NATIONAL CITY
CA
LOS ANGELES
CA
NEWPORT BEACH
CA
IRVINE
CA
IRVINE
CA
CHULA VISTA
CA
GARDENA
CA
MANHATTAN BEACH
CA
LOS ANGELES
CA
STUDIO CITY
CA
IRVINE
CA
TUSTIN
CA
TUSTIN
CA
TORRANCE
CA
CHULA VISTA
CA
GARDEN GROVE
Advisors at this firm
Showing 100 of 1155
Eric Paul Abbe
Investment Adviser Representative
Jeanne Marie Abraham
Investment Adviser Representative
Erick Adame
Investment Adviser Representative
Jairo Yancarlo Adame
Investment Adviser Representative
Dustin Wayne Adams
Investment Adviser Representative
Marina Adamson
Investment Adviser Representative
Eduardo A Aguayo
Investment Adviser Representative
Kevin Omid Alaghemand
Investment Adviser Representative
Mike Alaghemand
Investment Adviser Representative
Hiba Adnan Albasri
Investment Adviser Representative
Anthony Alberico
Investment Adviser Representative
Loyce Denise Alexander
Investment Adviser Representative
Alexander Cesar Aliaga Auqui
Investment Adviser Representative
Blake Marcus Allen
Investment Adviser Representative
Jacob Scott Allen
Investment Adviser Representative
Thomas Anthony Almanzo
Investment Adviser Representative
Sean Daniel Alter
Investment Adviser Representative
Angelica Maria Anderson
Investment Adviser Representative
David Jared Anderson
Investment Adviser Representative
Matthew Donald Anderson
Investment Adviser Representative
Scott Dennis Anderson
Investment Adviser Representative
Jennifer Lynn Angel
Investment Adviser Representative
Esmeralda Angulo
Investment Adviser Representative
Ahmad Anwary
Investment Adviser Representative
Jamie Argueta
Investment Adviser Representative
Carlos Alonso Arias
Investment Adviser Representative
Cameron Harrison Arm
Investment Adviser Representative
Ira Elijah Armad
Investment Adviser Representative
Lani Star Aronsen
Investment Adviser Representative
Gabriel Andrew Atencio
Investment Adviser Representative
Salim Augustyn
Investment Adviser Representative
Jason Scott Austerman
Investment Adviser Representative
Jesse Sheridan Axtell
Investment Adviser Representative
Marie Annette Azbill
Investment Adviser Representative
Sharon Donna Azgour
Investment Adviser Representative
Daniel Rayhim Babai
Investment Adviser Representative
Mahmoud Ishaq Bah
Investment Adviser Representative
Darin Keith Bahm
Investment Adviser Representative
James Francis Baka
Investment Adviser Representative
Luke Jordan Bakker
Investment Adviser Representative
Somalatha Kumar Bangalore
Investment Adviser Representative
Joel A Barbee
Investment Adviser Representative
Jennifer Lynn Barber-Uhri
Investment Adviser Representative
Danielle Lynn Bardin
Investment Adviser Representative
Brad William Bardy
Investment Adviser Representative
Corey Jackson Barker
Investment Adviser Representative
Blake Gregory Barnes
Investment Adviser Representative
Richard P Barnes
Investment Adviser Representative
Barbara Ann Barnhart
Investment Adviser Representative
Tyler Michael Baron
Investment Adviser Representative
Jeffrey Alan Barton
Investment Adviser Representative
Verna Base
Investment Adviser Representative
Cheryl Lynn Bates Rhoades
Investment Adviser Representative
Mark Joseph Bauer
Investment Adviser Representative
Steven Craig Baumhoff
Investment Adviser Representative
Steven Wayne Below
Investment Adviser Representative
Tanya Lee Beach
Investment Adviser Representative
Ann Page Beard
Investment Adviser Representative
Andrew Todd Beasley
Investment Adviser Representative
Connie Marie Bedwell
Investment Adviser Representative
Edward August Behling
Investment Adviser Representative
Luis Noe Bejarano
Investment Adviser Representative
Andrew Joe Bekius
Investment Adviser Representative
Johnathan Taylor Bell
Investment Adviser Representative
Lucas James Bell
Investment Adviser Representative
Karyn Erne Beltran-Medina
Investment Adviser Representative
Darrell Lynn Benjamin Jr
Investment Adviser Representative
Jeffrey Jay Benton
Investment Adviser Representative
Joseph Walter Beres
Investment Adviser Representative
Richard Patrick Bertino
Investment Adviser Representative
Stephen Kenneth Best
Investment Adviser Representative
Melissa Rae Bestul
Investment Adviser Representative
Akhil Bhalla
Investment Adviser Representative
Grayson Castle Biggs
Investment Adviser Representative
Micah David Binegar
Investment Adviser Representative
Benjamin James Bird
Investment Adviser Representative
Eric Wolter Bischoff
Investment Adviser Representative
Jacqulyn Martin Bishop
Investment Adviser Representative
Shilpa Bishwakarma
Investment Adviser Representative
Gregory Robert Bisser
Investment Adviser Representative
Richard Wallace Blacharski Jr
Investment Adviser Representative
Jeffrey Lyle Blackburn
Investment Adviser Representative
Dominic Alexander Blackwell
Investment Adviser Representative
Brian Thomas Blair
Investment Adviser Representative
Lauren Renee Blakeslee
Investment Adviser Representative
Andrew Michael Blankenship
Investment Adviser Representative
Melvin Raymond Blann IV
Investment Adviser Representative
Kerry Irene Bleuher
Investment Adviser Representative
Melody Mae Bliss
Investment Adviser Representative
Randy Aaron Boelk
Investment Adviser Representative
Lance Ervin Boettcher
Investment Adviser Representative
Peter Baldwin Bogardus
Investment Adviser Representative
Russell Stanton Bold
Investment Adviser Representative
Debbie Lynn Bonvissuto
Investment Adviser Representative
Joshua Dirk Boomsma
Investment Adviser Representative
Brooke Kristen Bordner
Investment Adviser Representative
Paul William Borowski
Investment Adviser Representative
Matthew David Bowen
Investment Adviser Representative
Michelle Denise Boyd
Investment Adviser Representative
Robert Lee Brainard
Investment Adviser Representative
Regulatory & compliance
CRD number
#14455
SEC Number
801-70084
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Other
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Phone
800-888-4700Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. U.S. BANCORP ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.