Traci Oliver is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Akron, OH, with 23 years of industry experience. Traci 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
693 Canton Rd, Akron, OH, 44312
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Traci is a school board member for Mogadore Local School Board since 2012, spending a few hours per week on budget, curriculum, and board meetings. She is also the President of Mogadore Schools Alumni Foundation since 2022, dedicating minimal time to raising money for scholarships and presiding over meetings.
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.
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
State Registrations18 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.