BS
Brian W. Scheel
U.S. BANCORP ADVISORS
Stillwater, MN 55082
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CRD#: 5438912
BS
Brian William ScheelU.S. BANCORP ADVISORS
Professional summary
Brian William Scheel, CFP®, who also goes by Brian W Scheel, Brian Scheel, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Stillwater, Minnesota.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Brian W Scheel | Brian Scheel
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brian William Scheel's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Brian William Scheel's 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®
CFP®
Start date: 2012
Experience
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 105 New England Place, Stillwater, MN 55082Office #2: 4700 Clark Ave, White Bear Lake, MN 55110Office #3: 14431 Forest Blvd N, Hugo, MN 55038Office #4: 7200 80th St S, Cottage Grove, MN 55016Office #5: 6001 Stillwater Blvd N, Stillwater, MN 55082Office #6: 1101 Pearson Dr, Hudson, WI 54016Office #7: 213 E Chestnut St, Stillwater, MN 55082RIA
BD
CRD#: 14455
Stillwater, MN
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 105 New England Place, Stillwater, MN 55082Office #2: 4700 Clark Ave, White Bear Lake, MN 55110Office #3: 14431 Forest Blvd N, Hugo, MN 55038Office #4: 7200 80th St S, Cottage Grove, MN 55016Office #5: 6001 Stillwater Blvd N, Stillwater, MN 55082Office #6: 1101 Pearson Dr, Hudson, WI 54016Office #7: 213 E Chestnut St, Stillwater, MN 55082RIA
BD
CRD#: 14455
Stillwater, MN
Past
December 6, 2010 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
Cottage Grove, MN
Past
December 6, 2010 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
Cottage Grove, MN
Past
October 5, 2009 - December 9, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LAKE ELMO, MN
Past
October 5, 2009 - December 9, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LAKE ELMO, MN
Past
May 28, 2009 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
RIA
CRD#: 5979
LAKE ELMO, MN
Past
May 21, 2009 - October 5, 2009
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
LAKE ELMO, MN
Past
November 7, 2007 - May 21, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
STILLWATER, MN
Past
October 23, 2007 - May 21, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
STILLWATER, MN
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 (Kansas City 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
Alabama(2/13/2026)
RR
Alaska(2/13/2026)
RR
Arizona(2/13/2026)
RR
California(2/13/2026)
RR
Colorado(2/13/2026)
RR
District of Columbia(2/13/2026)
RR
Florida(2/17/2026)
RR
Georgia(2/13/2026)
RR
Illinois(2/13/2026)
RR
Iowa(2/13/2026)
RR
Kentucky(2/13/2026)
RR
Maryland(2/13/2026)
RR
Massachusetts(2/13/2026)
RR
Michigan(2/13/2026)
RR
Minnesota(2/13/2026)
IAR
Minnesota(2/13/2026)
RR
Missouri(2/13/2026)
RR
Montana(2/13/2026)
RR
New Jersey(2/13/2026)
RR
New Mexico(2/13/2026)
RR
New York(2/13/2026)
RR
North Dakota(2/13/2026)
RR
Ohio(2/13/2026)
RR
Pennsylvania(2/13/2026)
RR
South Dakota(2/13/2026)
RR
Texas(2/13/2026)
IAR
Texas(2/13/2026)
RR
Washington(2/13/2026)
RR
Wisconsin(2/13/2026)
Exams
What does exam status mean?
State Security Law 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 (Kansas City district office)
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Contact information
Main Address
60 Livingston Ave Ep-mn-n2wc, Saint Paul, MN 55107
Mailing Address
60 Livingston Ave Ep-mn-n2wc, St. Paul, MN 55107
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
379
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE MEMBER | |
| ARIAS, CARLOS ALONSO | MANAGER | 3174333 |
| BEJASA, EILEEN | MANAGER | 7002808 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER AND MANAGER | 5829700 |
| FERGUSON, KIMBERLY NICOLE | PRESIDENT, CHIEF EXECUTIVE OFFICER AND MANAGER | 4120145 |
| FLOUM, JOEL IRA | MANAGER | 2405754 |
| MCCARTHY, MATTHEW RYAN | CHIEF LEGAL OFFICER | 6818984 |
| MENACHER, EILEEN RENEE | MANAGER | 4929896 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER AND MANAGER | 5025315 |
| STEINER, STEPHEN WARD | CHIEF OPERATIONS OFFICER AND MANAGER | 2259345 |
| TRIPLETT, SHANE T | MANAGER | 1865319 |
Regulatory assets under management
| Total Number of Accounts | 3,992 |
| AUM (Assets Under Management) | $ 1,796,069,079 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 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#: 14455Stillwater, MN 55082TRUST BUT VERIFY
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