MS
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Mark Sears

24 Years of Experience
Mercer Island, WA
1 DisclosureBroker

Mark Sears is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mercer Island, WA, with 24 years of industry experience. Mark 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
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

2737 78th Ave SE, #102, Mercer Island, WA, 98040

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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 · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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 Registrations24 states
ARAZCACOCTDCFLGAIDILMNMTNCNENJNVNYOHORPASCTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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