Lashon Mathis is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 23 years of industry experience. Lashon 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
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 →Other Business Activities
Lashon is a co-owner of Captured SoCal LLC, a photobooth rental business, since September 2023. Lashon spends a few hours per week as a photobooth operator.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Voya Financial Advisors, INC.Broker
Pimco Investments LLCBroker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Citistreet Equities LLCBroker
State Registrations1 state
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