Rene Manuel Ramos
Investment adviser representative at U.S. Bancorp Advisors, LLC
22 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
22 years in the industry.
- U.S. Bancorp Advisors, LLCJun 2023 to now
- TargetAug 2022 to now
- Thrivent Investment Management Inc.Feb 2023 to Mar 2023
- UnemployedAug 2020 to Jul 2022
- Ameriprise Financial Services, Inc.Jan 2001 to Jul 2020
- Castlewatch WealthJan 2001 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4634124
- Firm CRD
- 14455