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Donald Sundt

U.S. Bancorp Advisors, LLC
27 Years of Experience
Prior Lake, MN
1 DisclosureBroker
View SEC Summary
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Donald Sundt is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Prior Lake, MN, with 27 years of industry experience. Donald 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

15830 Franklin Trail SE, Prior Lake, MN, 55372

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Donald owns and maintains a rental property in Minneapolis, MN since 2004. This investment-related activity requires minimal time.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
February 2021 - February 2026 · 5 yrs
U.S. Bancorp Investments, INC.Broker
February 2021 - February 2026 · 5 yrs
Infinex Investments, INC.
July 2016 - December 2020 · 4 yrs 5 mos
Infinex Investments, INC.Broker
July 2016 - December 2020 · 4 yrs 5 mos
Essex National Securities, LLC
July 2014 - July 2016 · 2 yrs
Essex National Securities, LLCBroker
July 2014 - July 2016 · 2 yrs
Securities America Advisors, INC.
February 2014 - July 2014 · 5 mos
Securities America, INC.Broker
December 2013 - July 2014 · 7 mos
Ameriprise Financial Services, INC.
January 2013 - November 2013 · 10 mos
Ameriprise Financial Services, INC.Broker
August 2012 - November 2013 · 1 yr 3 mos
Octavus LLCBroker
November 2011 - August 2012 · 9 mos
Securian Financial Services, INC.Broker
June 2007 - April 2009 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
September 2004 - June 2006 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
September 2004 - June 2006 · 1 yr 9 mos
Piper Jaffray & CO.Broker
November 1995 - July 2004 · 8 yrs 8 mos
American Express Financial Advisors INC.Broker
September 1993 - May 1994 · 8 mos
Ids Life Insurance CompanyBroker
September 1993 - May 1994 · 8 mos
State Registrations25 states
ARAZCACODCFLIAIDILKYMAMEMNMTNCNJNYORPASCTNTXUTWAWI
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.
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