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Merima Ramushi

27 Years of Experience
Skokie, IL
1 DisclosureBroker

Merima Ramushi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Skokie, IL, with 27 years of industry experience. Merima 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

3300 Dempster St, Skokie, IL, 60076

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History

Regulatory History (1)
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Customer Dispute
December 2002
Denied
Other Business Activities

Merima is the secretary of HR Decoration INC, but has no duties or responsibilities. She is also a joint owner of a rental property, but has no duties related to it.

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.
July 2014 - February 2026 · 11 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
June 2014 - February 2026 · 11 yrs 8 mos
Cco Investment Services CORP.
January 2010 - June 2014 · 4 yrs 5 mos
Cco Investment Services CORP.Broker
January 2010 - June 2014 · 4 yrs 5 mos
Citigroup Global Markets INC.
May 2007 - December 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2007 - December 2009 · 2 yrs 7 mos
Citicorp Investment Services
June 2002 - May 2007 · 4 yrs 11 mos
Citicorp Investment ServicesBroker
December 2001 - May 2007 · 5 yrs 5 mos
Ameritas Investment CORP.Broker
February 2001 - November 2001 · 9 mos
Harris Investorline INC.Broker
December 2000 - December 2001 · 1 yr
Invest Financial CorporationBroker
September 1998 - December 2000 · 2 yrs 3 mos
State Registrations22 states
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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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