Mikasa Grzebielski
Mikasa Grzebielski is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Beaverton, OR, with 15 years of industry experience. Mikasa 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
4505 SW Hall Blvd, Beaverton, OR, 97005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mikasa runs an Etsy shop called Blankets by Kasi, selling handmade baby blankets, dedicating about 10-20% of their time. Mikasa is also a board member for Dream Factory of Oregon, a non-profit, spending a few hours per week on fundraising, clerical work, board meetings, and reviewing applications.
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
Chase Investment Services CORP.Broker
State Registrations12 states
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