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Anton Klemens
21 Years of Experience
Gresham, OR
1 DisclosureBroker
Anton Klemens is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 21 years of industry experience. Anton 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
17650 NE Sandy Blvd., Gresham, OR, 97230
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2013Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
December 2025 - Present · 5 mos
U.S. Bancorp Advisors, LLC
October 2025 - Present · 7 mos
U.S. Bancorp Advisors, LLCBroker
October 2025 - Present · 7 mos
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.