Melissa Rivas
Investment adviser representative at U.S. Bancorp Advisors, LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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
8 years in the industry.
- U.S. Bancorp Advisors, LLCNov 2023 to now
- Tandem Wealth Advisors LLCSep 2023 to Nov 2023
- SabbaticalJun 2023 to Aug 2023
- The Vanguard Group, Inc.Jun 2015 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4937962
- Firm CRD
- 14455