Tanya Schlingman
Tanya Schlingman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Las Cruces, NM, with 8 years of industry experience. Tanya 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
277 E Amador Ave, Las Cruces, NM, 88001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tanya is the committee chair for Next Generation Fund, a part of the Childrens Trust Fund of NM, providing grants to youth development programs. She dedicates minimal time to leading meetings, reviewing finances, and selecting grant recipients.
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
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
U.S. Bancorp Investments, INC.Broker
The Huntington Investment CompanyBroker
LPL Financial LLCBroker
State Registrations1 state
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