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Alec Grumet

U.S. Bancorp Advisors, LLC
5 Years of Experience
Englewood, CO
1 DisclosureBroker
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Alec Grumet is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Englewood, CO, with 5 years of industry experience. Alec is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

7459 S Lima St, Englewood, CO, 80112

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History

Regulatory History (1)
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Criminal
April 2017
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
October 2025 - February 2026 · 4 mos
U.S. Bancorp Investments, INC.Broker
August 2025 - February 2026 · 6 mos
Fidelity Brokerage Services LLCBroker
December 2020 - August 2025 · 4 yrs 8 mos
State Registrations1 state
CO
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.
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