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Brooke Kristen Bordner

U.s. Bancorp Advisors, LLC

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About Brooke Kristen Bordner

Brooke Kristen Bordner is a financial advisor with over 15 years of experience in the financial industry. Brooke is currently registered with U.S. Bancorp Advisors, LLC and has held previous registrations with Citigroup Global Markets Inc. and Citicorp Investment Services. Brooke specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brooke has a wide range of experience serving individuals, corporations, high net worth individuals, and pension and profit-sharing plans. Brooke is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Brooke Bordner is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Bordner’s Registration & Firm History

CA

01/05/2018 - Present

U.s. Bancorp Advisors, LLC (FRESNO CA)

CA

05/29/2007 - 05/13/2010

CITIGROUP GLOBAL MARKETS INC. (FRESNO CA)

CA

05/03/2006 - 05/29/2007

CITICORP INVESTMENT SERVICES (FRESNO CA)

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Licenses & Designations

IA

Issued 01/26/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brooke Kristen Bordner. Review regulatory record here.
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