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Stanley Takikawa

18 Years of Experience
San Francisco, CA
Broker

Stanley Takikawa is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in San Francisco, CA, with 18 years of industry experience. Stanley 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

1 California St, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
March 2016 - Present · 10 yrs 2 mos
U.S. Bancorp Advisors, LLC
March 2016 - Present · 10 yrs 2 mos
U.S. Bancorp Advisors, LLCBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Morgan Stanley
May 2011 - October 2015 · 4 yrs 5 mos
Morgan StanleyBroker
May 2011 - October 2015 · 4 yrs 5 mos
Wells Fargo Advisors, LLC
July 2007 - April 2011 · 3 yrs 9 mos
Wells Fargo Advisors, LLCBroker
April 2007 - April 2011 · 4 yrs
State Registrations16 states
CACOFLHIKYMAMIMTNCNJNVNYORSDTXWA
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.