Beau Alden Wilson
Investment adviser representative at U.S. Bancorp Advisors, LLC
13 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
13 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Jan 2024 to Feb 2026
- Cetera Advisor Networks LLCAug 2023 to Dec 2023
- Cetera Investment Advisers LLCAug 2023 to Dec 2023
- Securian Financial Services IncSep 2022 to Aug 2023
- Minnesota Life Insurance CoAug 2022 to Aug 2023
- Charles Schwab & Co., Inc.Feb 2020 to Aug 2022
- Charles Schwab Bank, SsbFeb 2020 to Aug 2022
- Academy Sports and OutdoorsDec 2019 to Jan 2020
- Accel FinancialOct 2019 to Oct 2019
- UnemployedMay 2019 to Oct 2019
- Minnesota Life Insurance CompanyJul 2017 to May 2019
- Securian Financial Services IncJul 2017 to May 2019
- Oklahoma State University AthleticsAug 2016 to May 2017
- Oklahoma State UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
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
- 6997941
- Firm CRD
- 14455