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Mark Timothy Fitch

Investment adviser representative at U.S. Bancorp Advisors, LLC
10 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

10 years in the industry.

  1. U.S. Bancorp Advisors, LLCFeb 2026 to now
  2. U.S. BankNov 2023 to now
  3. U.S. Bancorp Investments, Inc.Nov 2023 to Feb 2026
  4. Cetera Investment Advisers LLCJul 2022 to Nov 2023
  5. Cetera Advisors LLCJun 2022 to Nov 2023
  6. First Allied Securities Inc.Jun 2022 to Sep 2022
  7. Great Valley Advisor Group, Inc.Jun 2020 to Jun 2022
  8. LPL Financial LLCJun 2020 to Jun 2022
  9. Wells Fargo Clearing Services, LLCNov 2016 to Jun 2020
  10. Wells Fargo Advisors, LLCApr 2016 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (MN).

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
5958258
Firm CRD
14455
Advisor's SEC record (opens in a new tab)
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