Tara Lynn O'connor
Investment adviser representative at U.S. Bancorp Advisors, LLC
12 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
12 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Nov 2025 to Feb 2026
- Nicolet Wealth ManagementJul 2024 to Nov 2025
- Nicolet National BankSep 2020 to Nov 2025
- Woodbury Financial Services IncDec 2019 to Aug 2020
- Legacy Accounting and Financial Services, LLCNov 2019 to Aug 2020
- Woodtrust BankMar 2014 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5717418
- Firm CRD
- 14455