Frank Stewart Mcgovern
Investment adviser representative at U.S. Bancorp Advisors, LLC
15 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
15 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. BankAug 2023 to now
- U.S. Bancorp Investments, Inc.Aug 2023 to Feb 2026
- Wells Fargo Bank, NAApr 2021 to Jul 2023
- Wells Fargo Clearing Services, LLCApr 2021 to Jul 2023
- Pruco SecuritiesSep 2020 to Apr 2021
- The Prudential Insurance Company of AmericaSep 2020 to Apr 2021
- Northwestern Mutual Wealth Management CompanyMar 2020 to Jul 2020
- Northwestern Mutual Investment Services LLCJan 2020 to Jul 2020
- Northwestern Mutual Life Insurance CompanyJan 2020 to Jul 2020
- Park Avenue Securities LLCJun 2017 to Jan 2020
- Guardian Life Insurance Company of AmericaApr 2017 to Dec 2019
- JPMorgan Chase BankJun 2011 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
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
- 6173124
- Firm CRD
- 14455