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Kevin Michael Fitzpatrick

U.s. Bancorp Advisors, LLC

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About Kevin Michael Fitzpatrick

Kevin Fitzpatrick is an Investment Advisor Representative with U.S. Bancorp Advisors, LLC, a firm with offices in Tempe, Arizona. Kevin has been in the securities industry since 1994. He has been with U.S. Bancorp Advisors, LLC since June 2021. Kevin holds the Series 3, 6, 7TO, 63, and 66 licenses. He is registered to provide investment advice in 51 states and the District of Columbia. Kevin provides portfolio management for individuals and businesses.

Firm Information

Kevin Fitzpatrick 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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Kevin Fitzpatrick’s Registration & Firm History

AZ

06/15/2021 - Present

U.s. Bancorp Advisors, LLC (TEMPE AZ)

AZ

02/20/2020 - 06/21/2021

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

09/07/2009 - 02/26/2010

NEW ENGLAND SECURITIES (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/23/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/12/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2019

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/23/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Michael Fitzpatrick.
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