DT
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Dylan Thomas
2 Years of Experience
Gresham, OR
1 DisclosureBroker
Dylan Thomas is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 2 years of industry experience. Dylan 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
17650 NE Sandy Blvd., Gresham, OR, 97230
Get directionsHistory
Regulatory History (1)
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Financial
July 2022Final
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
September 2025 - February 2026 · 5 mos
U.S. Bancorp Investments, INC.Broker
March 2025 - February 2026 · 11 mos
J.P. Morgan Securities LLCBroker
February 2024 - March 2025 · 1 yr 1 mo
State Registrations51 states
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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.