John Williams is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gillette, WY, with 25 years of industry experience. John 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
509 S Douglas Hwy, Gillette, WY, 82716
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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.
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John is involved in several not-for-profit and community organizations, including economic development, healthcare foundations, school support, church endowment, hospital network, housing trust fund, and a community foundation. These activities require minimal time commitment overall.
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
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Fintegra Financial Solutions
Fintegra, LLCBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations22 states
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