Reed Mells
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCAug 2026 to now
- Ameriprise Financial Services, LLCDec 2023 to Aug 2026
- Mells FinancialNov 2023 to Dec 2023
- Horter Investment ManagementJul 2023 to Nov 2023
- Portfolio MedicsMar 2023 to Jun 2023
- Pfs Investments Inc.Aug 2022 to Oct 2022
- Primerica Financial ServicesJan 2019 to Oct 2022
- UnemployedJul 2018 to Jan 2019
- Iowa EliteMay 2017 to Jul 2018
- UnemployedMay 2016 to May 2017
- International Basketball AssociationMay 2015 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7606047
- Firm CRD
- 14455