Lani Aronsen is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Vancouver, WA, with 14 years of industry experience. Lani 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
1613 Broadway, Vancouver, WA, 98663
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Lani is a joint owner of Aronsen Vacation Rentals LLC, a residential rental property, dedicating minimal time to coordinating rentals and maintenance. She also serves as a board member for Clark College Foundation, a nonprofit, spending about 10-20% of her time on fundraising, scholarship reviews, and community relations.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 states
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.