ChooseAFinancialAdvisor.com
Advisors / Washington / Vancouver
15yrs

Algernon Tu

Financial advisor at U.S. Bancorp Advisors

Algernon Tu is a fiduciary financial advisor in Vancouver, Washington, with 15 years in the industry. After six years at U.S. Bancorp Investments and eight years at J.P. Morgan Securities, Algernon joined U.S. Bancorp Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets.

One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.

Vancouver, WA 98686Fiduciary advisor

At a glance

Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Washington
Office13001 NE Hwy 99, Vancouver, WA 98686
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?1 state

Services through U.S. Bancorp Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Feb 2026 – now
  2. 2020 – 2026
    U.S. Bancorp Investments, Inc.Previously
  3. 2012 – 2020
  4. Apr 2012 – Oct 2012
    Chase Investment Services Corp.Previously

Questions to ask Algernon

Tailored to Algernon’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Algernon

How do I contact Algernon?

Call U.S. Bancorp Advisors at 800-888-4700 and ask for Algernon Tu. Algernon works from the Vancouver, WA office.

How long has Algernon been a financial advisor?

Algernon has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Washington.

What licenses does Algernon hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Algernon a fiduciary?

Algernon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Algernon paid?

U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Algernon for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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