BB
BB
Brooke Bordner
19 Years of Experience
Fresno, CA
1 DisclosureBroker
Brooke Bordner is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Fresno, CA, with 19 years of industry experience. Brooke 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
6666 N Cedar Ave, Fresno, CA, 93710-4401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2023Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
January 2012 - Present · 14 yrs 4 mos
U.S. Bancorp Advisors, LLCBroker
October 2010 - Present · 15 yrs 7 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - May 2010 · 3 yrs
Citicorp Investment ServicesBroker
May 2006 - May 2007 · 1 yr
State Registrations15 states
ALAZCACOFLIDMDMIMONVORSCSDUTWA
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.