Kyle Tate is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Omaha, NE, with 10 years of industry experience. Kyle 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
8800 West Center Rd, Omaha, NE, 68124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Kyle is a board member for the Lincoln Youth Sports Association, a non-profit, spending minimal time on operational planning and fundraising. Kyle is also a managing member and designer for Nate & Tate Productions, LLC, an event planning company specializing in fireworks, dedicating about 10-20% of his time to designing and managing client orders.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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