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Aimee Grant

U.S. Bancorp Advisors, LLC
20 Years of Experience
Auburn, WA
1 DisclosureBroker
View SEC Summary
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Aimee Grant is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Auburn, WA, with 20 years of industry experience. Aimee 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
View Full SEC Brochure

Location

401 15th St NE, Auburn, WA, 98002

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History

Regulatory History (1)
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Criminal
November 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
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
July 2019 - February 2026 · 6 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2019 - February 2026 · 6 yrs 7 mos
Unionbanc Investment Services, LLCBroker
May 2018 - April 2019 · 11 mos
Unionbanc Investment Services, LLC
May 2018 - April 2019 · 11 mos
J.P. Morgan Securities LLC
June 2016 - April 2018 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
June 2016 - April 2018 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Investments, LLC
November 2005 - January 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLCBroker
August 2005 - January 2011 · 5 yrs 5 mos
State Registrations1 state
WA
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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