FW
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Frank Wipfler
25 Years of Experience
Saint Peters, MO
1 DisclosureBroker
Frank Wipfler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Peters, MO, with 25 years of industry experience. Frank 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.
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Location
1 Mid Rivers Mall Dr, Saint Peters, MO, 63376
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2004Final
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.
October 2004 - February 2026 · 21 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
January 2003 - February 2026 · 23 yrs 1 mo
UBS Painewebber INC.
July 2000 - January 2003 · 2 yrs 6 mos
UBS Painewebber INC.Broker
April 2000 - January 2003 · 2 yrs 9 mos
State Registrations33 states
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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.