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Natalia Bruno

U.S. Bancorp Advisors, LLC
3 Years of Experience
Westminster, CO
1 DisclosureBroker
View SEC Summary
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Natalia Bruno is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Westminster, CO, with 3 years of industry experience. Natalia 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

801 W 120th Ave, Westminster, CO, 80234

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History

Regulatory History (1)
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Customer Dispute
August 2025
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
June 2026 - Present · 4 mos
U.S. Bancorp Advisors, LLCBroker
June 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
October 2023 - July 2026 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
October 2023 - July 2026 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2023 - October 2023 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2023 - October 2023 · 2 mos
Edward JonesBroker
July 2023 - July 2023 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - March 2023 · 7 mos
J.P. Morgan Securities LLCBroker
May 2022 - July 2022 · 2 mos
State Registrations5 states
AZCOFLINMI
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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