Treva Walker is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 21 years of industry experience. Treva 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
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Treva serves as a board member, Vice President, and member of Windridge Country Club, making decisions for the club. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
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