Richelle Wilkerson
Richelle Wilkerson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Alameda, CA, with 29 years of industry experience. Richelle 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
2424 Santa Clara Ave, Alameda, CA, 94501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richelle co-owns rental property with her spouse and acts as landlord, spending minimal time on it. She also owns a microfarming business involving vertical farming of microgreens, dedicating about 10-20% of her time to planting, harvesting, watering, and delivery.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wamu Investments, INC.Broker
Great Western Financial Securities CorporationBroker
State Registrations1 state
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