Rene Ramos is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 20 years of industry experience. Rene 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
800 N Brand Blvd, Glendale, CA, 91203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rene works part-time as a Guest Advocate (cashier) at a Target retail store since August 2022. This takes about 10-20% of Rene's time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations51 states
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