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Brent Frisbee
30 Years of Experience
Murrieta, CA
1 DisclosureBroker
Brent Frisbee is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Murrieta, CA, with 30 years of industry experience. Brent 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
25050 Hancock Ave, Murrieta, CA, 92562
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2015Denied
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.
November 2020 - February 2026 · 5 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
November 2020 - February 2026 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLC
February 2012 - November 2020 · 8 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
February 2012 - November 2020 · 8 yrs 9 mos
Unionbanc Investment Services, LLCBroker
May 2009 - February 2012 · 2 yrs 9 mos
Unionbanc Investment Services, LLC
May 2009 - February 2012 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
September 2007 - May 2009 · 1 yr 8 mos
Wachovia Securities, LLCBroker
September 2007 - May 2009 · 1 yr 8 mos
Wm Financial Services, INC.
February 2006 - September 2007 · 1 yr 7 mos
Wm Financial Services, INC.Broker
August 2003 - September 2007 · 4 yrs 1 mo
Charles Schwab & CO., INC.
April 2003 - August 2003 · 4 mos
Charles Schwab & CO., INC.Broker
March 2003 - August 2003 · 5 mos
Wm Financial Services, INC.Broker
September 2000 - March 2003 · 2 yrs 6 mos
Cal Fed InvestmentsBroker
November 1998 - March 1999 · 4 mos
Jackson National Life Distributors, INC.Broker
August 1998 - September 2000 · 2 yrs 1 mo
Glenfed Brokerage ServicesBroker
January 1998 - November 1998 · 10 mos
Dean Witter Reynolds INC.Broker
April 1997 - December 1997 · 8 mos
Olde Discount CorporationBroker
October 1995 - April 1997 · 1 yr 6 mos
Chatfield Dean & CO., INC.Broker
June 1995 - August 1995 · 2 mos
State Registrations23 states
ALAZCACOFLILMEMIMNMOMTNCNJNMNVORSCTXUTVAWAWIWY
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.