Eustis Habighorst
Eustis Habighorst is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Loveland, CO, with 17 years of industry experience. Eustis 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
2845 Linden Ct, Loveland, CO, 80538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Eustis owns and operates a long-term rental property, dedicating minimal time to it. He also works as a fitness instructor at two different locations, spending a few hours per week at each.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Secure Advisory Group, LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations6 states
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