DM
DM

Deirdre Mcgarry

11 Years of Experience
Crystal Lake, IL
Broker

Deirdre Mcgarry is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Crystal Lake, IL, with 11 years of industry experience. Deirdre 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

350 Commonwealth Dr, Crystal Lake, IL, 60014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Deirdre owns two residential rental properties in Woodstock, IL, since 2019 and 2022. She dedicates minimal time to these investment-related activities.

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.
November 2023 - February 2026 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
November 2023 - February 2026 · 2 yrs 3 mos
LPL Financial LLC
March 2021 - August 2023 · 2 yrs 5 mos
LPL Financial LLCBroker
March 2021 - August 2023 · 2 yrs 5 mos
BMO Harris Financial Advisors, INC
September 2017 - March 2021 · 3 yrs 6 mos
BMO Harris Financial Advisors, INC.Broker
January 2014 - March 2021 · 7 yrs 2 mos
State Registrations5 states
AZFLILKSWI
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.
Deirdre Mcgarry - Financial Advisor | TrueAdvisor