Kristen Letcher-Mcleod
Kristen Letcher-Mcleod is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lexington, KY, with 8 years of industry experience. Kristen 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
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kristen is a member and owner on the deed for McLeod Rentals LLC, a rental property in Miramar Beach, FL. She spends minimal time assisting with rental details.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations1 state
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