Jacob Trimble
Jacob Trimble is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minneapolis, MN, with 26 years of industry experience. Jacob 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
800 Nicollet Mall, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business Activities
Jacob is the owner of 2Lakes4Season LLC, managing rental properties and dedicating about 10% of his time to it. He also volunteers as a board member for the Crohn's and Colitis Foundation, spending a few hours per week raising awareness and funds.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations44 states
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.