DH
DH

Douglas Heward

7 Years of Experience
Denver, CO
Broker

Douglas Heward is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Denver, CO, with 7 years of industry experience. Douglas 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

8401 E Belleview, Denver, CO, 80237

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
November 2025 - Present · 6 mos
U.S. Bancorp Advisors, LLC
November 2025 - Present · 6 mos
U.S. Bancorp Advisors, LLC
October 2025 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
April 2025 - February 2026 · 10 mos
U.S. Bancorp Investments, INC.
April 2025 - February 2026 · 10 mos
Key Investment Services LLC
February 2025 - April 2025 · 2 mos
Key Investment Services LLCBroker
January 2025 - April 2025 · 3 mos
Key Investment Services LLC
June 2019 - April 2024 · 4 yrs 10 mos
Key Investment Services LLCBroker
May 2018 - April 2024 · 5 yrs 11 mos
State Registrations4 states
CACONMUT
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.
Douglas Heward - Financial Advisor | TrueAdvisor