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Thomas Michelotti
22 Years of Experience
Fox Lake, IL
1 DisclosureBroker
Thomas Michelotti is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Fox Lake, IL, with 22 years of industry experience. Thomas 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.
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
55 E Grand Ave, Fox Lake, IL, 60020
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2012Employment 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.
May 2021 - February 2026 · 4 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
April 2021 - February 2026 · 4 yrs 10 mos
LPL Financial LLCBroker
March 2021 - May 2021 · 2 mos
LPL Financial LLC
March 2021 - May 2021 · 2 mos
BMO Harris Financial Advisors, INC.Broker
January 2014 - March 2021 · 7 yrs 2 mos
BMO Harris Financial Advisors, INC
January 2014 - March 2021 · 7 yrs 2 mos
PNC InvestmentsBroker
February 2010 - April 2012 · 2 yrs 2 mos
PNC Investments
February 2010 - April 2012 · 2 yrs 2 mos
Genworth Financial Advisers Corporation
May 2008 - December 2008 · 7 mos
Genworth Financial Securities CorporationBroker
May 2008 - December 2008 · 7 mos
Hartford Equity Sales Company INC.Broker
March 2004 - July 2006 · 2 yrs 4 mos
Jackson National Life Distributors, INC.Broker
December 2001 - December 2003 · 2 yrs
Metropolitan Life Insurance CompanyBroker
July 2001 - December 2001 · 5 mos
Metlife Securities INC.Broker
July 2001 - December 2001 · 5 mos
J. P. Morgan Advisory Services INC.Broker
September 2000 - January 2001 · 4 mos
J. P. Morgan Advisors, INC.Broker
April 2000 - January 2001 · 9 mos
Market Wise Securities, INC.Broker
February 2000 - March 2000 · 1 mo
Charles Schwab & CO., INC.Broker
November 1999 - March 2000 · 4 mos
Invesco Distributors, INC.Broker
July 1998 - July 1999 · 1 yr
State Registrations20 states
ALAZCACODCFLILINMNMONCNJNMNYSCTNTXVAVTWI
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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