Robert Lee Brainard
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Robert Lee Brainard? Claim your profile
Contact this firm
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
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Dec 2023 to Feb 2026
- Brainard & Associates, LLCJun 2023 to Dec 2023
- In the Box Direct Mail LLCOct 2021 to Dec 2023
- Allstate Insurance CoDec 2016 to May 2023
- Brainard & Associates LLCDec 2016 to Sep 2018
- UnemployedAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 2988057
- Firm CRD
- 14455