Mahes William Prasad
Investment adviser representative at U.S. Bancorp Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
Are you Mahes William Prasad? 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
15 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankJun 2021 to now
- The Prasad Family TrustMar 2015 to now
- U.S. Bancorp Investments, Inc.Aug 2021 to Feb 2026
- Juncture 401kDec 2020 to Jun 2021
- Juncture Retirement Plan ServicesDec 2020 to Jun 2021
- Juncture Wealth Advisors, LLCAug 2020 to Jun 2021
- United Planners' Financial Services of America a Limited PartnerAug 2020 to Jun 2021
- Juncture Wealth StrategiesMar 2020 to Jun 2021
- Mahes PrasadNov 2019 to Jun 2021
- Integrated PartnersNov 2019 to Mar 2020
- Integrated Wealth Concepts, LLCNov 2019 to Mar 2020
- LPL Financial, LLCNov 2019 to Mar 2020
- Juncture Wealth StrategiesJun 2019 to Oct 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2018
- Tara Jayne LLCOct 2016 to Jun 2021
- Wells Fargo Advisors, LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4187327
- Firm CRD
- 14455