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Leann Renae Gilmore

U.s. Bancorp Investments, Inc.

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About Leann Renae Gilmore

Leann Gilmore is a financial advisor with U.S. Bancorp Investments, Inc. Leann has been in the industry since May 2007 and has experience in various financial institutions, including Wells Fargo Advisors, LLC, LPL Financial LLC, and Steward Partners Investment Solutions, LLC. Leann is licensed to provide financial advice in Oregon and Washington. Leann provides financial planning, portfolio management for individuals and businesses, and publication of periodicals. Leann is also a member of the Professional Advisory Council at the Southwest Washington Community Foundation.

Firm Information

Leann Gilmore is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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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other

12b-1,networking&shareholder serv,product partner arrangements

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Leann Gilmore’s Registration & Firm History

WA

06/15/2023 - Present

U.s. Bancorp Investments, Inc. (Vancouver WA)

WA

03/01/2023 - 04/10/2023

CETERA INVESTMENT SERVICES LLC (VANCOUVER WA)

WA

09/08/2015 - 03/07/2023

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC (VANCOUVER WA)

WA

12/04/2012 - 09/09/2015

LPL FINANCIAL LLC (VANCOUVER WA)

WA

01/03/2011 - 10/24/2012

WELLS FARGO ADVISORS, LLC (VANCOUVER WA)

WA

02/05/2007 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 03/08/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leann Renae Gilmore.
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