Thai Doan
Thai Doan is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Pleasant View, TN, with 13 years of industry experience. Thai 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
2640 Church St, Pleasant View, TN, 37146
Get directionsHistory
Regulatory History (1)
Financial
August 2025Other Business Activities
Thai is a self-proprietor and online seller since January 2024. This activity, involving selling and shipping, is not investment-related and takes a few hours per week.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLCBroker
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.