AC
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Alan Childs
10 Years of Experience
Elsmere, KY
3 DisclosuresBroker
Alan Childs is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Elsmere, KY, with 10 years of industry experience. Alan 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3905 Dixie Hwy, Elsmere, KY, 41018
Get directionsHistory
Regulatory History (3)
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Financial
September 2024Final
Financial
September 2024Final
Financial
August 2024Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2021 - February 2026 · 4 yrs 5 mos
U.S. Bancorp Investments, INC.Broker
September 2021 - February 2026 · 4 yrs 5 mos
J.P. Morgan Securities LLCBroker
December 2017 - June 2021 · 3 yrs 6 mos
J.P. Morgan Securities LLC
December 2017 - June 2021 · 3 yrs 6 mos
Strategic Advisers, INC.
March 2016 - November 2017 · 1 yr 8 mos
Fidelity Brokerage Services LLCBroker
August 2015 - November 2017 · 2 yrs 3 mos
State Registrations6 states
AZFLGAINKYOH
AdvisorBrokerBoth
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
No exam information available for this advisor.