Ann Beard is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Bowling Green, KY, with 27 years of industry experience. Ann 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
500 E Main St, Bowling Green, KY, 42101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ann is a board member for the Boys & Girls Club, dedicating minimal time. She is also a partner in Braided Beard LLC, an internet sales business, but spends no time on it.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B Hilliard, W.L. Lyons, LLCBroker
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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