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Anton Klemens

U.S. Bancorp Advisors, LLC
22 Years of Experience
West Linn, OR
1 DisclosureBroker
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Anton Klemens is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in West Linn, OR, with 22 years of industry experience. Anton 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.

U.S. Bancorp Advisors, LLC
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

West Linn, OR

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
December 2025 - Present · 10 mos
U.S. Bancorp Advisors, LLC
October 2025 - Present · 1 yr
U.S. Bancorp Advisors, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
U.S. Bancorp Investments, INC.
October 2010 - February 2026 · 15 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
October 2010 - February 2026 · 15 yrs 4 mos
LPL Financial CorporationBroker
December 2005 - September 2010 · 4 yrs 9 mos
LPL Financial Corporation
December 2005 - September 2010 · 4 yrs 9 mos
Morgan Stanley
April 2004 - September 2005 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
February 2004 - September 2005 · 1 yr 7 mos
Quest Capital Strategies, INC.Broker
December 2003 - December 2003 · 0 mos
State Registrations3 states
CAORWA
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.
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