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Engadi Pineda

U.S. Bancorp Advisors, LLC
1 Year of Experience
Saint Paul, MN
4 DisclosuresBroker
View SEC Summary
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Engadi Pineda is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Saint Paul, MN, with 1 years of industry experience. Engadi 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
View Full SEC Brochure

Location

Saint Paul, MN

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2024
Final
Financial
June 2023
Final
Financial
October 2022
Final
Financial
August 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
April 2026 - Present · 6 mos
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.Broker
July 2025 - February 2026 · 7 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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