AC
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Alison Coacher

30 Years of Experience
Bellevue, WA
Broker

Alison Coacher is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Bellevue, WA, with 30 years of industry experience. Alison 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

10900 NE 8th St, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
December 2016 - February 2026 · 9 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
December 2016 - February 2026 · 9 yrs 2 mos
Wells Fargo AdvisorsBroker
October 2013 - December 2016 · 3 yrs 2 mos
Wells Fargo Advisors, LLC
October 2013 - December 2016 · 3 yrs 2 mos
Unionbanc Investment Services, LLCBroker
July 2011 - October 2013 · 2 yrs 3 mos
Unionbanc Investment Services, LLC
July 2011 - October 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - June 2011 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - June 2011 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
July 1999 - April 2009 · 9 yrs 9 mos
Banc of America Investment Services, INC.
July 1998 - April 2009 · 10 yrs 9 mos
Ba Investment Services, INC.Broker
July 1998 - July 1999 · 1 yr
Seafirst Investment Services, INC.Broker
October 1994 - July 1998 · 3 yrs 9 mos
State Registrations1 state
WA
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.