Thomas Patrick Casart
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Aug 2023 to Feb 2026
- Cattle Bank & TrustJun 2021 to Aug 2023
- Cetera Investment Advisers LLCJun 2021 to Aug 2023
- Cetera Investment Services LLCJun 2021 to Aug 2023
- Pruco Securities, LLCNov 2020 to Jun 2021
- The Prudential Insurance Co. of AmericaNov 2020 to Jun 2021
- TIAAAug 2017 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCAug 2017 to Nov 2020
- Scottrade Investment ManagementJan 2017 to Aug 2017
- Scottrade, Inc.Nov 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 5002846
- Firm CRD
- 14455