Kristi Koshire is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 25 years of industry experience. Kristi 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
60 Livingston Ave, Saint Paul, MN, 55107
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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.
Learn about disclosures →Other Business Activities
Kristi serves as a FINRA arbitrator since 2015, dedicating minimal time unless actively involved in a case. This activity is investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Previous Registrations
Ndx Trading, INC.Broker
State Registrations2 states
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