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David Anderson

U.S. Bancorp Advisors, LLC
20 Years of Experience
Minnetonka, MN
1 DisclosureBroker
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David Anderson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minnetonka, MN, with 20 years of industry experience. David 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
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Location

17800 Hwy 7, Minnetonka, MN, 55345

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History

Regulatory History (1)
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Customer Dispute
May 2020
Denied
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
U.S. Bancorp Investments, INC.
April 2012 - February 2026 · 13 yrs 10 mos
U.S. Bancorp Investments, INC.Broker
April 2012 - February 2026 · 13 yrs 10 mos
Associated Investment Services, INC.Broker
November 2011 - April 2012 · 5 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
June 2006 - January 2011 · 4 yrs 7 mos
Wells Fargo Investments, LLCBroker
May 2006 - January 2011 · 4 yrs 8 mos
State Registrations25 states
AKAZCACOFLIAILINMAMDMIMNMOMTNJNMNVOHSDTXUTVAWAWIWY
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.
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