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Firms / Minnesota

U.s. Bancorp Advisors, LLC

Saint Paul, MN

1,158 advisors$1.8 billion managed174 offices

About the firm

A registered investment advisory firm based in Saint Paul, Minnesota, with about 174 offices. It manages about $1.8 billion for roughly 3,245 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.

How they work

How they’re paid ?A percentage of the assets they manage; Other fees
Typical client size ?$519,191
Assets under management ?$1.8 billion
Individual clients3,245
Median years of experience15
Founded06/2

Services

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

Advisors at U.s. Bancorp Advisors

1,158Advisors
15Median years of experience
32States with offices
174Offices
1,158 advisors · U.s. Bancorp Advisors
U.s. Bancorp Advisors
44yrs
William Scott Wiley
Financial advisor
6161 NW Barry Rd
Kansas City, MO 64154
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
43yrs
Michael Craig Forgea
Financial advisor
24 E Carrillo St
Santa Barbara, CA 93101
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
43yrs
Thomas Robert Edwards
Financial advisor
4200 Southwest Edmunds St
Seattle, WA 98116
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
42yrs
Kathleen Ann Toelke
Financial advisor
2627 State St
Alton, IL 62002
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
42yrs
Philip Eugene Yockey
Financial advisor
1393 Big Bend Rd
Ballwin, MO 63021
Top advisor by experience in Ballwin
Fiduciary
Call Directions
U.s. Bancorp Advisors
42yrs
Bruce Michael Stava
Financial advisor
3645 Imperial Hwy
Lynwood, CA 90262
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
41yrs
Todd William Nichols
Financial advisor
33650 21st Ave SW
Federal Way, WA 98023
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
41yrs
Paul Nalbandian
Financial advisor
16880 Bernardo Center Dr
San Diego, CA 92128
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
40yrs
Regina Gail Parsley-Byrd
Financial advisor
500 E Main St
Bowling Green, KY 42101
Top 1% by experience at U.s. Bancorp Advisors
PlanningInvesting
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U.s. Bancorp Advisors
40yrs
George A von Zedlitz
Financial advisor
6000 Lombardo Center
Seven Hills, OH 44131
Top advisor by experience in Seven Hills
Fiduciary
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U.s. Bancorp Advisors
40yrs
James Steven Dennik
Financial advisor
945 ELM Grove Rd
Elm Grove, WI 53122
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
39yrs
Anne Folkerth Conway
Financial advisor
60 Livingston Ave
Saint Paul, MN 55107
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
Call Directions
U.s. Bancorp Advisors
39yrs
Scott Timothy Simon
Financial advisor
12688 Olive Blvd
Saint Louis, MO 63141
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
39yrs
Catherine Lynn Puent
Financial advisor
6701 N Illinois St
Fairview Heights, IL 62208
Top 1% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
39yrs
Edward August Behling
Financial advisor
2323 N Mayfair Rd
Wauwatosa, WI 53226
Top 1% by experience at U.s. Bancorp Advisors
PlanningInvesting
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U.s. Bancorp Advisors
39yrs
David Long Ellis
Financial advisor
390 S EL Camino Real
San Mateo, CA 94402
Top 2% by experience at U.s. Bancorp Advisors
PlanningInvesting
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U.s. Bancorp Advisors
39yrs
Lisa P Britt
Financial advisor
12611 Taylorsville Rd
Louisville, KY 40299
Top 2% by experience at U.s. Bancorp Advisors
Fiduciary
Call Directions
U.s. Bancorp Advisors
39yrs
Eric Michael Yudis
Financial advisor
145 S Fairfax Ave
Los Angeles, CA 90036
Top 2% by experience at U.s. Bancorp Advisors
PlanningInvesting
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U.s. Bancorp Advisors
38yrs
Julianne Marie Melulis
Financial advisor
1 N Brentwood Blvd
St, Louis, MO 63105
Top 2% by experience at U.s. Bancorp Advisors
Fiduciary
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U.s. Bancorp Advisors
37yrs
Jeffrey Richard Olson
Financial advisor
580 W Cherry St
North Liberty, IA 52317
Top advisor by experience in North Liberty
Fiduciary
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Also known as

Market Investment Services Corporation · Unionbanc Investment Services, LLC · Union Bank of California NA · Uboc Investment Services, Inc. · UB Investment Services, Inc.

About U.s. Bancorp Advisors

How do I contact U.s. Bancorp Advisors?

Call the main office at 800-888-4700. The main office is at 60 Livingston Ave Ep-Mn-N2wc, Saint Paul, MN 55107.

How is U.s. Bancorp Advisors paid?

The firm reports being paid by a percentage of the assets they manage, other fees. Ask for your total yearly cost in dollars.

What services does U.s. Bancorp Advisors offer?

Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers.

How many advisors work at U.s. Bancorp Advisors?

We list 1,158 advisors currently registered with the firm.

Official record as of October 2, 2026.

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