Josef Mehle is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Maplewood, MN, with 13 years of industry experience. Josef 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
1760 Beam Ave, Maplewood, MN, 55109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Josef owns a one-sixth interest in oil and mineral rights property in El Reno, OK, receiving royalties and rent from oil and gas production since 2005. This activity requires minimal time and is not investment-related.
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
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 states
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.