TrueAdvisor
TrueAdvisor
TW
TW

Tai Wong

U.S. Bancorp Advisors, LLC
20 Years of Experience
Eugene, OR
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Tai Wong is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Eugene, OR, with 20 years of industry experience. Tai 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

55 W 29th Ave, Eugene, OR, 97405

Get directions

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
June 2026
Pending
Customer Dispute
July 2011
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
May 2017 - December 2025 · 8 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2017 - December 2025 · 8 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2017 · 4 yrs 6 mos
J.P. Morgan Securities LLC
October 2012 - April 2017 · 4 yrs 6 mos
Chase Investment Services CORP.
December 2009 - October 2012 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
May 2009 - October 2012 · 3 yrs 5 mos
Wamu Investments, INC.Broker
November 2005 - May 2009 · 3 yrs 6 mos
State Registrations5 states
AZCAFLORWA
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.
More Advisors
More financial advisors in Eugene, OR →All financial advisors in Oregon →