CA
CA

Carlos Arias

27 Years of Experience
Saint Paul, MN
Broker

Carlos Arias is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 27 years of industry experience. Carlos 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

60 Livingston Ave, Saint Paul, MN, 55107

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
May 2005 - February 2026 · 20 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
June 2004 - February 2026 · 21 yrs 8 mos
Invest Financial Corporation
March 2004 - June 2004 · 3 mos
Invest Financial CorporationBroker
January 2003 - June 2004 · 1 yr 5 mos
Jackson National Life Distributors, INC.Broker
December 2001 - October 2002 · 10 mos
National Planning CorporationBroker
January 2001 - December 2002 · 1 yr 11 mos
Jackson National Life Distributors, INC.Broker
January 2001 - September 2001 · 8 mos
Cal Fed InvestmentsBroker
January 1999 - January 2001 · 2 yrs
State Registrations4 states
AZCANVUT
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.