LH
LH

Laura Halsey

29 Years of Experience
Hamilton, OH
Broker

Laura Halsey is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Hamilton, OH, with 29 years of industry experience. Laura 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

219 High St, Hamilton, OH, 45011

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laura is an officer of Skyjac, LLC, and a managing member/property manager/property owner of Skyrae, LLC and Jacrae, LLC, all rental property businesses. She spends minimal time on Skyjac, LLC, and Skyrae, LLC and Jacrae, LLC are currently inactive.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
February 2017 - February 2026 · 9 yrs
U.S. Bancorp Investments, INC.Broker
February 2017 - February 2026 · 9 yrs
J.P. Morgan Securities LLCBroker
October 2012 - February 2017 · 4 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2017 · 4 yrs 4 mos
Chase Investment Services CORP.
August 2006 - October 2012 · 6 yrs 2 mos
Chase Investment Services CORP.Broker
July 2006 - October 2012 · 6 yrs 3 mos
The Huntington Investment CompanyBroker
April 2004 - June 2006 · 2 yrs 2 mos
Fiserv Investor Services, INC.Broker
February 2003 - April 2004 · 1 yr 2 mos
Money Concepts Capital CORPBroker
January 2003 - February 2003 · 1 mo
Money Concepts Capital CORPBroker
December 2001 - December 2002 · 1 yr
Banc One Securities CorporationBroker
October 1996 - December 2001 · 5 yrs 2 mos
State Registrations12 states
COFLHIILINKYNCNJNYOHVAWI
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.