Terrence Simpson is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Terrence 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
3501 E 106TH St, Chicago, IL, 60617
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terrence is a 50% owner of 8027, LLC, a rental property in Chicago, since 2022. He spends about 10-20% of his time maintaining the property and showing the unit.
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
Northwestern Mutual Investment Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations6 states
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