SG
SG

Sharon Green

13 Years of Experience
Saint Paul, MN
Broker

Sharon Green is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 13 years of industry experience. Sharon 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

60 Livingston Ave, Saint Paul, MN, 55107

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2023 - February 2026 · 2 yrs 8 mos
U.S. Bancorp Investments, INC.Broker
May 2023 - February 2026 · 2 yrs 9 mos
Unionbanc Investment Services, LLC
May 2016 - May 2023 · 7 yrs
Unionbanc Investment Services, LLCBroker
September 2013 - May 2023 · 9 yrs 8 mos
Cetera Investment Services LLCBroker
July 2011 - December 2012 · 1 yr 5 mos
State Registrations1 state
CA
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.