HM
HM

Hugo Manriquez

12 Years of Experience
Erie, CO
1 DisclosureBroker

Hugo Manriquez is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Erie, CO, with 12 years of industry experience. Hugo 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
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
Loading...

Location

3338 Arapahoe Rd, Erie, CO, 80516

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2023
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
August 2026 - Present · 2 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
November 2021 - February 2026 · 4 yrs 3 mos
Bbva Securities INC.Broker
April 2019 - June 2021 · 2 yrs 2 mos
J.P. Morgan Securities LLCBroker
April 2013 - January 2019 · 5 yrs 9 mos
State Registrations3 states
COILWY
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.
More Advisors