Kelly Luevano is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Vancouver, WA, with 7 years of industry experience. Kelly 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
7003 NE 40th St, Vancouver, WA, 98661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kelly volunteers preparing tax returns for low-income individuals through Ren-Locus, a non-profit in Vancouver, WA. This takes about 20% of Kelly's time during February through April.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
First Republic Securities Company, LLCBroker
First Republic Investment Management, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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