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Sukhmoney Sran

6 Years of Experience
Saint Paul, MN
Broker

Sukhmoney Sran is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 6 years of industry experience. Sukhmoney 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

60 Livingston Ave, Saint Paul, MN, 55107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 2025 - February 2026 · 7 mos
U.S. Bancorp Investments, INC.
July 2025 - February 2026 · 7 mos
UBS Financial Services INC.
September 2022 - May 2025 · 2 yrs 8 mos
UBS Financial Services INC.Broker
September 2022 - May 2025 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2019 - August 2022 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - August 2022 · 3 yrs
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.