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Lori Dugger

U.S. Bancorp Advisors, LLC
18 Years of Experience
Warrensburg, MO
1 DisclosureBroker
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Lori Dugger is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Warrensburg, MO, with 18 years of industry experience. Lori 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

615 N Maguire St, Warrensburg, MO, 64093

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History

Regulatory History (1)
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Judgment / Lien
November 2010
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
March 2024 - February 2026 · 1 yr 11 mos
U.S. Bancorp Investments, INC.
March 2024 - February 2026 · 1 yr 11 mos
MML Investors Services, LLC
November 2020 - March 2024 · 3 yrs 4 mos
MML Investors Services, LLCBroker
November 2020 - March 2024 · 3 yrs 4 mos
Mutual of Omaha Investor Services, INC.
February 2019 - September 2020 · 1 yr 7 mos
Mutual of Omaha Investor Services, INC.Broker
February 2019 - September 2020 · 1 yr 7 mos
Country Capital Management CompanyBroker
March 2017 - January 2019 · 1 yr 10 mos
Financial Engines Advisors L.L.C.
October 2016 - February 2017 · 4 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2013 - July 2016 · 3 yrs 1 mo
Bancwest Investment Services, INC.Broker
June 2013 - July 2016 · 3 yrs 1 mo
MML Investors Services, LLCBroker
January 2011 - June 2013 · 2 yrs 5 mos
J.P. Morgan Institutional Investments INC.Broker
June 2006 - January 2010 · 3 yrs 7 mos
State Registrations11 states
CODCFLGAIDKSMOOKTNTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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