TH
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Thaddeus Howell
24 Years of Experience
Brea, CA
1 DisclosureBroker
Thaddeus Howell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Brea, CA, with 24 years of industry experience. Thaddeus 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
50 Pointe Dr, Brea, CA, 92821
Get directionsHistory
Regulatory History (1)
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Criminal
August 1989Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
April 2025 - Present · 1 yr 1 mo
U.S. Bancorp Advisors, LLCBroker
April 2025 - Present · 1 yr 1 mo
U.S. Bancorp Advisors, LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
U.S. Bancorp Advisors, LLC
August 2005 - November 2024 · 19 yrs 3 mos
U.S. Bancorp Advisors, LLCBroker
August 2005 - November 2024 · 19 yrs 3 mos
American Express Financial Advisors, INC.
February 2005 - June 2005 · 4 mos
American Express Financial Advisors INC.Broker
January 2005 - June 2005 · 5 mos
Ids Life Insurance CompanyBroker
January 2005 - June 2005 · 5 mos
Stocks 4 Less, INC.Broker
October 2003 - October 2004 · 1 yr
National Clearing CORP.Broker
May 2000 - October 2003 · 3 yrs 5 mos
State Registrations1 state
CA
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.