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Brandon Remer

14 Years of Experience
BrokerSells Insurance

Brandon Remer is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Minneapolis, MN, with 14 years of industry experience. Brandon 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.

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Location

800 Nicollet Mall, Minneapolis, MN, 55402

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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.

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Other Business ActivitiesSells Insurance

Brandon receives commission residuals from life insurance sales through Five Star Financial Resources, an activity that started in 2014. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
March 2024 - Present · 2 yrs 1 mo
U.S. Bancorp Advisors, LLCBroker
March 2024 - Present · 2 yrs 1 mo
U.S. Bancorp Advisors, LLC
March 2024 - Present · 2 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
October 2018 - Present · 7 yrs 6 mos
U.S. Bancorp Investments, INC.
October 2018 - Present · 7 yrs 6 mos
U.S. Bancorp Investments, INC.
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
March 2014 - September 2018 · 4 yrs 6 mos
Sagepoint Financial, INC.Broker
March 2014 - September 2018 · 4 yrs 6 mos
RBC Capital Markets, LLC
May 2012 - March 2014 · 1 yr 10 mos
RBC Capital Markets, LLCBroker
January 2012 - March 2014 · 2 yrs 2 mos
State Registrations27 states
ARAZCACOIAIDILINKSKYMNMOMTNDNENMNVNYOHORSDTNUTWAWIWVWY
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.
Brandon Remer - Financial Advisor | TrueAdvisor