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Mark Sears

24 Years of Experience
Bellevue, WA
1 DisclosureBroker

Mark Sears is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Bellevue, WA, with 24 years of industry experience. Mark 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

4040 Factoria Blvd SE, Bellevue, WA, 98006

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History

Regulatory History (1)
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Customer Dispute
December 2009
Award / Judgment
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
December 2004 - February 2026 · 21 yrs 2 mos
U.S. Bancorp Investments, INC.Broker
July 2003 - February 2026 · 22 yrs 7 mos
U.S. Bancorp Piper Jaffray INC.
October 2002 - July 2003 · 9 mos
U.S. Bancorp Piper Jaffray INC.Broker
September 2002 - July 2003 · 10 mos
Estreet Securities, INC.Broker
September 2001 - April 2002 · 7 mos
State Registrations23 states
ARAZCACOCTDCFLGAIDILMNMTNCNJNVNYOHORPASCTXUTWA
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.
Mark Sears - Financial Advisor | TrueAdvisor