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David Anderson
19 Years of Experience
Minnetonka, MN
1 DisclosureBroker
David Anderson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minnetonka, MN, with 19 years of industry experience. David 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
17800 Hwy 7, Minnetonka, MN, 55345
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2020Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 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.