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Michelle Joanne Merth

U.s. Bancorp Advisors, LLC

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About Michelle Joanne Merth

Michelle Joanne Merth is a financial advisor with over 20 years of experience in the industry. She is currently registered with U.S. Bancorp Advisors, LLC and U.S. Bancorp Investments, Inc., where she provides investment advice to individual and corporate clients. Michelle has a strong background in financial planning, portfolio management, and investment company products. She is also a Series 6, 7, 24, and 63 licensed professional. Michelle is committed to providing her clients with personalized financial advice and investment solutions that meet their individual needs.

Firm Information

Michelle Merth 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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Michelle Merth’s Registration & Firm History

CA

09/01/2023 - Present

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

MN

07/24/2013 - 05/19/2015

ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)

MN

12/02/2009 - 06/10/2013

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

11/16/2005 - 06/29/2009

SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)

MN

05/27/2002 - 12/31/2004

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BC

Issued 01/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/15/2006

Series 7 - General Securities Representative Examination

BC

Issued 05/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Joanne Merth.
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