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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
9696 Baseline Rd, Rancho Cucamonga, CA, 91701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2026Other Business Activities
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
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
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