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Melvin Blann

U.S. Bancorp Advisors, LLC
28 Years of Experience
Milwaukee, WI
1 DisclosureBroker
View SEC Summary
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Melvin Blann is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Milwaukee, WI, with 28 years of industry experience. Melvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

777 E Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History (1)
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Customer Dispute
October 2004
Denied
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Other Business Activities

Melvin is a guitar player in a band called Jessie Marie, LLC since May 2022. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2002 - February 2026 · 23 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
June 1999 - December 2001 · 2 yrs 6 mos
American Express Financial Advisors INC.Broker
March 1998 - June 1999 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
March 1998 - June 1999 · 1 yr 3 mos
State Registrations26 states
AZCACOFLGAILINKYMAMDMIMNMTNCNHNVNYOHPASCTNTXUTVAWAWI
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.
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