Alexander Leri
Alexander Leri is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Colorado Springs, CO, with 15 years of industry experience. Alexander 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
3525 Hartsel, Colorado Springs, CO, 80920
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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.
Learn about disclosures →Other Business Activities
Alexander is involved in rental real estate activities, including properties owned by his spouse and through Hans Gruber Holdings, LLC. These activities require minimal time commitment.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USAA Investment Management Company
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
State Registrations6 states
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