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Terri Whobrey

U.S. Bancorp Advisors, LLC
6 Years of Experience
Louisville, KY
1 DisclosureBroker
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Terri Whobrey is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Louisville, KY, with 6 years of industry experience. Terri 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

12212 Shelbyville Rd, Louisville, KY, 40243

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History

Regulatory History (1)
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Financial
January 2017
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2024 - February 2026 · 1 yr 3 mos
U.S. Bancorp Investments, INC.Broker
November 2024 - February 2026 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
May 2023 - November 2024 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
March 2023 - November 2024 · 1 yr 8 mos
PNC Investments
November 2021 - January 2023 · 1 yr 2 mos
PNC InvestmentsBroker
November 2021 - January 2023 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - November 2021 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2019 - November 2021 · 2 yrs 3 mos
State Registrations3 states
GAINKY
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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