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Kay Frances Stamos

U.s. Bancorp Advisors, LLC

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About Kay Frances Stamos

Kay Frances Stamos is a financial advisor with over 20 years of experience in the industry. Kay is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc., and has previously held positions with Amerprise Financial Services, Inc. and American Enterprise Investment Services, Inc.. Kay specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Kay holds Series 6 and SIE licenses.

Firm Information

Kay Stamos 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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Kay Stamos’s Registration & Firm History

CA

08/10/2023 - Present

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

MN

01/12/2017 - 10/04/2019

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)

MN

02/12/2015 - 10/04/2019

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/17/2009 - 02/12/2015

AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)

MN

01/01/2007 - 12/31/2007

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

06/18/1999 - 01/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/18/1999 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kay Frances Stamos.
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