Sheila Powell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 24 years of industry experience. Sheila 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
17650 NE Sandy Blvd., Gresham, OR, 97230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sheila owns rental property in Portland, OR, dedicating minimal time to maintenance and tenant concerns. She also works as a delivery driver for Door Dash, spending about a quarter of her time on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Nationwide Securities, INC.Broker
Ragen Mackenzie Investment Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
Allmerica Investments, INC.Broker
State Registrations1 state
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