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Alan Childs

U.S. Bancorp Advisors, LLC
10 Years of Experience
Fort Mitchell, KY
3 DisclosuresBroker
View SEC Summary
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Alan Childs is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Fort Mitchell, KY, with 10 years of industry experience. Alan 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.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

405 Buttermilk Pike, Fort Mitchell, KY, 41017

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2024
Final
Financial
September 2024
Final
Financial
August 2024
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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.
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