Lori Pilon is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Bozeman, MT, with 10 years of industry experience. Lori 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
104 E Main St, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lori is the sole member/owner of Red Chair Properties LLC and a member of Blue Bubble Properties LLC, both rental property businesses. She also serves on the board of the Montana Center for the Arts and the Montana Ballet Company, dedicating minimal time to these activities.
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
Modera Wealth Management, LLC
Parsec Financial
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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