MH
MH

Michael Holden

18 Years of Experience
Chicago, IL
Broker

Michael Holden is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chicago, IL, with 18 years of industry experience. Michael 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

6100 N Northwest Hwy, Chicago, IL, 60631

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
December 2025 - February 2026 · 2 mos
U.S. Bancorp Investments, INC.
December 2025 - February 2026 · 2 mos
Raymond James & Associates, INC.
June 2024 - September 2024 · 3 mos
Raymond James & Associates, INC.Broker
June 2024 - September 2024 · 3 mos
J.P. Morgan Securities LLC
December 2019 - June 2024 · 4 yrs 6 mos
J.P. Morgan Securities LLCBroker
December 2019 - June 2024 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2010 - December 2019 · 9 yrs 4 mos
Wells Fargo Clearing Services, LLC
July 2010 - December 2019 · 9 yrs 5 mos
Chase Investment Services CORP.
December 2009 - December 2009 · 0 mos
Chase Investment Services CORP.Broker
December 2009 - December 2009 · 0 mos
Fifth Third Securities, INC.
May 2008 - October 2009 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Chase Investment Services CORP.
January 2008 - March 2008 · 2 mos
Chase Investment Services CORP.Broker
October 2007 - March 2008 · 5 mos
Chase Investment Services CORP.Broker
July 2005 - September 2006 · 1 yr 2 mos
Banc One Securities CorporationBroker
September 2004 - July 2005 · 10 mos
State Registrations1 state
IL
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.