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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Beau Alden Wilson

Advisor at U.S. BANCORP ADVISORS, LLC

Oakdale, MN | Hopkins, MN

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Search this name across graphsid dfx:ria:65972061-ad58-07fa-ade6-dd957fc13ac3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U.S. BANCORP ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jun 4, 2020
First registration: Mar 28, 2022
Dual registered: yes, broker-dealer
Other names: Beau Alden Wilson|Beau Wilson
IAPD individual key: 6997941

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Oakdale, MN\|Hopkins, MN	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jan 8, 2024	Feb 13, 2026	no	Hopkins, MN\|Saint Paul, MN\|Oakdale, MN	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Aug 10, 2023	Jan 2, 2024	no	SAINT PAUL, MN	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 21, 2022	Aug 10, 2023	no	ST PAUL, MN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 28, 2022	Aug 22, 2022	no	Oklahoma City, OK\|Tulsa, OK\|Oklahoma City, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Feb 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
CETERA INVESTMENT ADVISERS LLC	U.S. BANCORP INVESTMENTS, INC.	Jan 2, 2024	Jan 8, 2024	6	Firm change	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Aug 10, 2023	Aug 10, 2023	0	Bulk transfer	RIA to ibd
CHARLES SCHWAB & CO., INC.	SECURIAN FINANCIAL SERVICES, INC.	Aug 22, 2022	Sep 21, 2022	30	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 8, 2024 to Feb 13, 2026factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Aug 10, 2023 to Jan 2, 2024factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 21, 2022 to Aug 10, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 28, 2022 to Aug 22, 2022factForm ADV

Dated events

Occurred
Jan 2, 2024
Advisor changed firm
Beau Alden Wilson left Cetera Investment Advisers Llc for U.S. Bancorp Investments, Inc. (registered 2024-01-08)
Form ADVobserved 5 days ago
Occurred
Aug 22, 2022
Advisor changed firm
Beau Alden Wilson left Charles Schwab & Co., Inc. for Securian Financial Services, Inc. (registered 2022-09-21)
Form ADVobserved 5 days ago