Adam Reiter Negangard
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 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
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Aug 2025 to Feb 2026
- Key Investment Services, LLCApr 2024 to Aug 2025
- KeybankApr 2024 to Aug 2025
- W&s Brokerage ServicesJul 2023 to Apr 2024
- Western & Southern LifeJun 2023 to Apr 2024
- Insight GlobalJun 2022 to Aug 2022
- Mio's Pizzeria & PubDec 2021 to Jun 2023
- Caliber Smart LLCOct 2020 to Dec 2021
- University of CincinnatiAug 2020 to Apr 2023
- Curtis Hill for Indiana Attorney General CampaignApr 2020 to Jul 2020
- Student Painters LLCDec 2019 to Sep 2020
- Wabash CollegeAug 2019 to May 2020
- Snappy Tomato Pizza Co.Feb 2019 to Jan 2020
- East Central High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7786423
- Firm CRD
- 14455