Mia Lappen is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Scottsdale, AZ, with 1 years of industry experience. Mia 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
9719 N Hayden Rd, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mia works as a financial advisor at Renaissance Financial since September 2024, dedicating full-time hours to this role. A significant portion of her time is spent during trading hours.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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