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 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
1205 South Columbia Rd, 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
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