Melody Bliss is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tacoma, WA, with 6 years of industry experience. Melody 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
870 S 38th St, Tacoma, WA, 98408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Melody coaches youth soccer for the Tumwater Soccer Club, dedicating about 10-20% of her time. She is also a managing member of Blissful Ranch LLC, a horse boarding business, spending a few hours per week on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Key Investment Services LLCBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations13 states
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