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Dylan Thomas

U.S. Bancorp Advisors, LLC
2 Years of Experience
Gresham, OR
1 DisclosureBroker
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Dylan Thomas is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gresham, OR, with 2 years of industry experience. Dylan 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

17650 NE Sandy Blvd, Gresham, OR, 97230

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History

Regulatory History (1)
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Financial
July 2022
Final
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, LLCBroker
February 2026 - Present · 8 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 Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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