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Joshua Boomsma

U.S. Bancorp Advisors, LLC
16 Years of Experience
Sioux City, IA
1 DisclosureBroker
View SEC Summary
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Joshua Boomsma is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sioux City, IA, with 16 years of industry experience. Joshua 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

501 Pierce St, Sioux City, IA, 51101

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History

Regulatory History (1)
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Criminal
October 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Joshua owns rental property in Arnolds Park, Iowa, managing weekly and monthly rentals. He spends minimal time on advertising and maintenance.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
July 2022 - February 2026 · 3 yrs 7 mos
U.S. Bancorp Investments, INC.Broker
July 2022 - February 2026 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - August 2022 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLC
December 2015 - August 2022 · 6 yrs 8 mos
Edward Jones
June 2010 - December 2015 · 5 yrs 6 mos
Edward JonesBroker
June 2010 - December 2015 · 5 yrs 6 mos
State Registrations16 states
AZCOFLIAINKSMNMONCNEOHSDTXVAWAWI
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.
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