AP
AP

Ashley Jo Pomeroy

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lake City, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
August 2025 - Present · 6 mos
U.S. Bancorp Advisors, LLC
August 2025 - Present · 6 mos
U.S. Bancorp Advisors, LLC
August 2025 - Present · 6 mos
U.S. Bancorp Investments, INC.Broker
December 2019 - Present · 6 yrs 2 mos
U.S. Bancorp Investments, INC.
December 2019 - Present · 6 yrs 2 mos
U.S. Bancorp Investments, INC.
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2015 - November 2019 · 4 yrs 3 mos
Ameriprise Financial Services, INC.
September 2010 - December 2013 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
September 2010 - November 2019 · 9 yrs 2 mos
Wells Fargo Advisors, LLC
September 2008 - August 2010 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
September 2008 - August 2010 · 1 yr 11 mos
Thrivent Investment Management INC.
December 2007 - September 2008 · 9 mos
Thrivent Investment Management INC.Broker
December 2007 - September 2008 · 9 mos
Edward Jones
August 2007 - December 2007 · 4 mos
Edward JonesBroker
July 2007 - December 2007 · 5 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Jo Pomeroy - Financial Advisor | TrueAdvisor