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Steven Below

32 Years of Experience
Franklin, TN
1 DisclosureBroker

Steven Below is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Franklin, TN, with 32 years of industry experience. Steven 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

2040 Mallory Ln, Franklin, TN, 37067

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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
September 2012
Closed-No Action
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2003 - February 2026 · 22 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
December 1996 - December 2001 · 5 yrs
First of America Brokerage Service, INC.Broker
July 1995 - October 1996 · 1 yr 3 mos
Essex National Securities, INC.Broker
January 1995 - July 1995 · 6 mos
Hamilton Investments, INC.Broker
October 1994 - January 1995 · 3 mos
Fn Investment CenterBroker
September 1993 - October 1994 · 1 yr 1 mo
State Registrations26 states
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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.