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Dale Spahr
32 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
Dale Spahr is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Scottsdale, AZ, with 32 years of industry experience. Dale 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
Scottsdale, AZ
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2008Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
U.S. Bancorp Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
U.S. Bancorp Advisors, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2019 - September 2022 · 3 yrs 8 mos
Charles Schwab & CO., INC.Broker
January 1997 - September 2022 · 25 yrs 8 mos
Scottsdale Securities, INC.Broker
December 1996 - January 1997 · 1 mo
Charles Schwab & CO., INC.Broker
February 1994 - December 1996 · 2 yrs 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.