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Melvin Blann

27 Years of Experience
Milwaukee, WI
1 DisclosureBroker

Melvin Blann is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Milwaukee, WI, with 27 years of industry experience. Melvin 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

777 E Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2004
Denied
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 · 7 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 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 Registrations25 states
AZCACOFLGAILINKYMAMDMIMNMTNCNHNVNYOHPASCTNTXVAWAWI
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.