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Kathleen Amanda Peters

U.s. Bancorp Advisors, LLC

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About Kathleen Amanda Peters

Kathleen Peters is a financial advisor with over 20 years of experience in the financial services industry. Kathleen is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc., working in both Glendale, California, and Minneapolis, Minnesota. Kathleen holds the Series 6, 7, 24, and 66 licenses and is a Certified Financial Planner. Kathleen specializes in providing financial planning, portfolio management, and selection of other advisors.

Firm Information

Kathleen Peters 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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Kathleen Peters’s Registration & Firm History

CA

08/04/2023 - Present

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

MN

09/25/2017 - 10/02/2018

CRI SECURITIES, LLC (ST PAUL MN)

MN

09/25/2017 - 10/02/2018

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

03/27/2001 - 09/06/2017

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 02/13/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/26/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Amanda Peters.
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