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Monisha Mapp

11 Years of Experience
Tulsa, OK
2 DisclosuresBroker

Monisha Mapp is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tulsa, OK, with 11 years of industry experience. Monisha 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

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2025
Final
Financial
December 2024
Final
Other 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
January 2022 - Present · 4 yrs 4 mos
U.S. Bancorp Advisors, LLCBroker
January 2022 - Present · 4 yrs 4 mos
U.S. Bancorp Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2017 - May 2020 · 3 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2015 - May 2020 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
January 2013 - September 2014 · 1 yr 8 mos
Morgan StanleyBroker
July 2012 - January 2013 · 6 mos
State Registrations2 states
CANY
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.
Monisha Mapp - Financial Advisor | TrueAdvisor