EB
EB

Edward Behling

38 Years of Experience
Wauwatosa, WI
1 DisclosureBroker

Edward Behling is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Wauwatosa, WI, with 38 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2323 N Mayfair Rd, Wauwatosa, WI, 53226

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History

Regulatory History (1)
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Customer Dispute
February 2023
Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2002 - February 2026 · 23 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
September 1991 - December 2001 · 10 yrs 3 mos
Invest Financial CorporationBroker
March 1989 - September 1991 · 2 yrs 6 mos
Great Lakes Equities CO.Broker
January 1989 - February 1989 · 1 mo
Blinder, Robinson & CO., INC.Broker
December 1987 - January 1989 · 1 yr 1 mo
State Registrations8 states
AZCAFLGAILMNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edward Behling - Financial Advisor | TrueAdvisor