Maxwell James Korte
Investment adviser representative at U.S. Bancorp Advisors, LLC
22 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
22 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Oct 2025 to Feb 2026
- American Enterprise Investment Services Inc.Nov 2022 to Oct 2025
- UnemployedApr 2022 to Oct 2022
- U.S. BankJun 2021 to Mar 2022
- Full Fledged Distribution LLCMay 2020 to Sep 2020
- Bremer BankMay 2019 to Sep 2019
- University of Minnesota RecwellOct 2018 to May 2021
- University of Minnesota - Twin CitiesJun 2017 to May 2021
- Boys and Girls Club of Central Minnesota - KidstopJan 2017 to Sep 2018
- Isd 742Sep 2004 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7663253
- Firm CRD
- 14455