Andrew Joe Bekius
Investment adviser representative at U.S. Bancorp Advisors, LLC
10 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
10 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Oct 2021 to Feb 2026
- Bank of America N.A.Jan 2020 to Oct 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2019 to Oct 2021
- Southport Capital Risk ManagementJan 2019 to Oct 2019
- Ruth's Chris Steak HouseOct 2018 to Dec 2019
- Chicago Cut SteakhouseAug 2017 to Sep 2018
- Self-employedMay 2017 to Oct 2018
- BalenaMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7207863
- Firm CRD
- 14455