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EB

Eric W. Bischoff

U.S. BANCORP ADVISORS
Prior Lake, MN 55372
CRD#: 3213492
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EB
Eric Wolter BischoffU.S. BANCORP ADVISORS

Professional summary


Eric Wolter Bischoff, who also goes by Eric Bischoff, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Prior Lake, Minnesota.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Eric has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eric Bischoff

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Wolter Bischoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Eric Wolter Bischoff's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 21, 2026 - Present

U.S. BANCORP ADVISORS, LLC

Office #1: 15830 Franklin Trail Se, Prior Lake, MN 55372
RIA
BD
CRD#: 14455
Prior Lake, MN
Current

May 21, 2026 - Present

U.S. BANCORP ADVISORS, LLC

Office #1: 15830 Franklin Trail Se, Prior Lake, MN 55372
RIA
BD
CRD#: 14455
Prior Lake, MN
Past

October 21, 2024 - November 17, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
EDEN PRAIRIE, MN
Past

October 21, 2024 - November 17, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
EDEN PRAIRIE, MN
Past

December 6, 2022 - October 22, 2024

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MINNEAPOLIS, MN
Past

September 7, 2022 - October 22, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MINNEAPOLIS, MN
Past

June 9, 2021 - August 30, 2022

INTERCAROLINA FINANCIAL SERVICES, INC.

BD
CRD#: 19475
GREENSBORO, NC
Past

November 9, 2017 - November 20, 2019

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
MINNEAPOLIS, MN
Past

June 16, 2014 - November 20, 2019

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
MINNEAPOLIS, MN
Past

June 7, 2012 - December 31, 2013

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MINNEAPOLIS, MN
Past

January 15, 2008 - June 17, 2008

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
BLOOMINGTON, MN
Past

March 8, 2000 - October 28, 2002

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC

CRD#: 14455 / SEC#: 801-70084, 8-30706

RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)
California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Minnesota
(5/21/2026)
IAR
Minnesota
(5/21/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/6/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC

CRD#: 14455 / SEC#: 801-70084, 8-30706

RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)
California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)
Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
800 N Brand Blvd. 16th Floor Ep-mn-n2wc, Saint Paul, MN, 55107
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244

SEC notice filing (52 States and Territories)


FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV - FINANCIAL PLANNING SERVICES (2/16/2026)

Direct owners and executive officers


NamePositionCRD#
U.S. BANCORPSOLE MEMBER
BEJASA, EILEENSENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS7002808
CANEVA, DANIEL CESARSVP CHIEF OPERATIONS OFFICER1686099
CLARK, SHANNON KEITHCHIEF FINANCIAL OFFICER5829700
ELY, JAMES EUGENE JR.SENIOR VICE PRESIDENT - SALES1843373
FERGUSON, KIMBERLY NICOLECHIEF EXECUTIVE OFFICER AND MANAGER4120145
LAWLOR, BETH DEDRICKEXECUTIVE VICE PRESIDENT5352662
ROLLAND, JODI THOMPSONMANAGER2290884
SALSTROM, KYLE NORMANCHIEF COMPLIANCE OFFICER5025315
TRIPLETT, SHANE TINSTITUTIONAL SALES MANAGER1865319

Regulatory assets under management


Total Number of Accounts3,905
AUM (Assets Under Management)$ 1,516,483,817

Disclosures


Regulatory Event4
Arbitration1

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/19/2025
Cover Page
08/20/2024
11/28/2023
11/21/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


U.S. BANCORP ADVISORS, LLC

CRD#: 14455Prior Lake, MN 55372

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