Thomas Casart is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lincoln, NE, with 17 years of industry experience. Thomas 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
233 S 13th St, Lincoln, NE, 68508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Scottrade Investment Management
Scottrade, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations9 states
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