Amit Poddar is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minneapolis, MN, with 19 years of industry experience. Amit 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 Nicollet Mall, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amit serves as a director on the board for ArtSpace Projects Inc., a non-profit organization, dedicating a few hours per week to this role. This activity is not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Ameritas Investment CORP.Broker
Ameritas Investment CORP
Investacorp, INC.Broker
Broker Dealer Financial Services CORP.Broker
Securities America, INC.Broker
Successful Resource Management, LTD.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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