William Cortus
William Cortus is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Rancho Cucamonga, CA, with 25 years of industry experience. William 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9696 Baseline Rd, Rancho Cucamonga, CA, 91701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a trustee for a single-unit residential real estate rental property in Ontario, CA, since 2015, which is investment-related. He spends minimal time on accounting duties for the property.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Rancon Securities CorporationBroker
State Registrations2 states
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