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Advisor at U.S. BANCORP ADVISORS, LLC
Butte, MT | Hamilton, MT | Great Falls, MT | Havre, MT | Kalispell, MT | Missoula, MT | Helena, MT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | Bd affiliated wealth | Feb 13, 2026 | n/a | yes | Missoula, MT|Great Falls, MT|Butte, MT|Great Falls, MT|Hamilton, MT|Kalispell, MT|Missoula, MT|Helena, MT|Havre, MT|Great Falls, MT | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jan 30, 2024 | Feb 13, 2026 | no | Hamilton, MT|Missoula, MT|Missoula, MT|Kalispell, MT|Helena, MT|Butte, MT|Great Falls, MT|Great Falls, MT|Great Falls, MT|Havre, MT | Previous registration |
| VICKERMAN INVESTMENT ADVISORS, INC. | Independent wealth | Jul 19, 2021 | Aug 7, 2023 | no | SPOKANE, WA | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 11, 2017 | Nov 5, 2020 | no | SPOKANE, WA | Previous registration |
| SCOTTRADE INVESTMENT MANAGEMENT | Former SEC adviser | Sep 16, 2016 | Jan 6, 2017 | no | SAINT LOUIS, MO | Previous registration |
| 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 |
| VICKERMAN INVESTMENT ADVISORS, INC. | U.S. BANCORP INVESTMENTS, INC. | Aug 7, 2023 | Jan 30, 2024 | 176 | Firm change | RIA to ibd |
| ADVICE AND PLANNING SERVICES | VICKERMAN INVESTMENT ADVISORS, INC. | Nov 5, 2020 | Jul 19, 2021 | 256 | Firm change | Ibd to RIA |
| SCOTTRADE INVESTMENT MANAGEMENT | ADVICE AND PLANNING SERVICES | Jan 6, 2017 | Aug 11, 2017 | 217 | Firm change | Other |