Marlo Carpio

27 Years of Experience

Twin Lakes, WI

1 DisclosureBroker

Marlo Carpio is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Twin Lakes, WI, with 27 years of industry experience. Marlo 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

720 N Lake Ave, Twin Lakes, WI, 53181

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History

Regulatory History (1)

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Customer Dispute

August 2026

Pending

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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.

March 2004 - February 2026 · 21 yrs 11 mos

U.S. Bancorp Investments, INC.Broker

March 2004 - February 2026 · 21 yrs 11 mos

Metlife Securities INC.Broker

April 2003 - February 2004 · 10 mos

Metropolitan Life Insurance CompanyBroker

April 2003 - February 2004 · 10 mos

Robert W. Baird & CO. IncorporatedBroker

March 1999 - January 2002 · 2 yrs 10 mos

Northwestern Mutual Investment Services, LLCBroker

January 1999 - February 2003 · 4 yrs 1 mo

State Registrations13 states

AZCAFLILMIMNNCNVPATXVAWAWI

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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