Robert Brainard is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Austin, MN, with 25 years of industry experience. Robert 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
301 N Main St, Austin, MN, 55912
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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.
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Robert is a member of Brainard & Associates LLC, a continuation of a business sale to accommodate buyout payments. He spends minimal time providing accounting information to a CPA.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Allstate Financial Services, LLCBroker
Principal Funds Distributor, INC.Broker
Guardian Investor Services LLCBroker
Ohio National Equities, INC.Broker
Guardian Investor Services LLCBroker
Linsco/private Ledger CORP.Broker
Lincoln Financial Distributors, INC.Broker
Ing Pilgrim Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations9 states
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.