Timothy Mahan
Investment adviser representative at U.S. Bancorp Advisors, LLC
19 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- U.S. Bancorp Advisors, LLCOct 2023 to now
- Charles Schwab & Co., Inc.May 2020 to Jul 2023
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Planning ServicesOct 2016 to May 2020
- USAA Financial Advisors, Inc.Sep 2007 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (AZ).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2851160
- Firm CRD
- 14455