Mahes Prasad
Mahes Prasad is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 23 years of industry experience. Mahes is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
950 17th St, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2018Other Business Activities
Mahes serves as trustee for the Prasad Family Trust, managing personal investments. He is also a board member of the Denver Downtown Partnership, dedicating a few hours per week to supporting projects in downtown Denver.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Juncture Wealth Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Charles Schwab & CO., INC.Broker
State Registrations2 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.
Exams
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