Michael Katz is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 18 years of industry experience. Michael 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
2555 S Colorado Blvd, Denver, CO, 80222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an owner of a rental home in Frisco, CO since 2021. A property manager handles all duties, requiring minimal time commitment from Michael.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Vantage Financial Group, INC.
Walnut Street Securities, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
M.L. Stern & CO., LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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