Monisha Mapp
Monisha Mapp is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tulsa, OK, with 11 years of industry experience. Monisha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
Tulsa, OK
Get directionsHistory
Regulatory History (2)
Financial
April 2025Financial
December 2024Other Business Activities
Monisha is involved in several outside business activities, including political roles as a County Committeewoman and Election Inspector, and is the owner of Mapp Wealth Strategies LLC, a financial coaching startup. She also serves as a member of Saavy Business Solutions LLC and treasurer of Just Us Partners LLC, dedicating a few hours per week to each of these roles.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
Morgan StanleyBroker
State Registrations1 state
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
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