Stacy Uptain is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Reno, NV, with 20 years of industry experience. Stacy 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
1 E Liberty St, Reno, NV, 89501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stacy is a licensed Marriage and Family Therapist providing counseling services, dedicating a few hours per week. She is also a board member for Scouting America and owns a rental property, dedicating minimal time to each activity.
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
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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