RN
RN
Ryan Nelson
10 Years of Experience
Covington, KY
1 DisclosureBroker
Ryan Nelson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Covington, KY, with 10 years of industry experience. Ryan 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
602 Madison Ave, Covington, KY, 41011
Get directionsHistory
Regulatory History (1)
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Criminal
February 1991Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
January 2026 - Present · 4 mos
U.S. Bancorp Advisors, LLC
March 2024 - Present · 2 yrs 2 mos
U.S. Bancorp Advisors, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2024 - February 2026 · 1 yr 8 mos
U.S. Bancorp Investments, INC.Broker
March 2024 - February 2026 · 1 yr 11 mos
Chase Investment Services CORP.Broker
July 2005 - October 2006 · 1 yr 3 mos
Banc One Securities CorporationBroker
August 2004 - July 2005 · 11 mos
Wells Fargo Investments, LLCBroker
January 2001 - June 2004 · 3 yrs 5 mos
Wells Fargo Securities INC.Broker
January 2001 - November 2001 · 10 mos
Fidelity Brokerage Services, INC.Broker
September 1996 - June 1999 · 2 yrs 9 mos
State Registrations2 states
KYOH
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.