Aimee Mitchell is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 12 years of industry experience. Aimee 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
60 Livingston Ave, Saint Paul, MN, 55107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aimee works as a sales associate at Loft, a clothing retail store in Woodbury, MN. This takes about a quarter of Aimee's time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.Broker
Previous Registrations
U.S. Bancorp Investments, INC.
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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
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