Aimee Grant is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Auburn, WA, with 20 years of industry experience. Aimee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
401 15th St NE, Auburn, WA, 98002
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2001Final Disposition
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 2 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 2 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
July 2019 - February 2026 · 6 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2019 - February 2026 · 6 yrs 7 mos
Unionbanc Investment Services, LLCBroker
May 2018 - April 2019 · 11 mos
Unionbanc Investment Services, LLC
May 2018 - April 2019 · 11 mos
J.P. Morgan Securities LLC
June 2016 - April 2018 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
June 2016 - April 2018 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2011 - June 2016 · 5 yrs 5 mos
Wells Fargo Investments, LLC
November 2005 - January 2011 · 5 yrs 2 mos
Wells Fargo Investments, LLCBroker
August 2005 - January 2011 · 5 yrs 5 mos
State Registrations1 state
WA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.