Adam Gallant is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Grand Forks, ND, with 10 years of industry experience. Adam 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
600 Demers Ave, Grand Forks, ND, 58201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam serves as an Operations Sergeant Major in the MN National Guard since 1996, dedicating about 10-20% of his time to this role. This activity is not investment-related.
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
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations6 states
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
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