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Micheal Taylor

U.S. Bancorp Advisors, LLC
17 Years of Experience
Lafayette, CA
1 DisclosureBroker
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Micheal Taylor is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lafayette, CA, with 17 years of industry experience. Micheal 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

3498 Mount Diablo Blvd, Lafayette, CA, 94549

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History

Regulatory History (1)
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Customer Dispute
March 2026
Denied
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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
October 2019 - February 2026 · 6 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
October 2019 - February 2026 · 6 yrs 4 mos
First Republic Investment Management, INC.
November 2013 - October 2019 · 5 yrs 11 mos
First Republic Securities Company, LLCBroker
November 2008 - October 2019 · 10 yrs 11 mos
State Registrations14 states
AZCAFLHIIDILMANCNMNVORTNWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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