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David Anthony Timpe

U.S. BANCORP ADVISORS
Eagle, ID
·CRD# 7368896·5 years experience

Professional Summary

David Anthony Timpe, who also goes by David Anthony Bower, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Eagle, Idaho. David is registered as a RR (Registered Representative) and started their career in finance in 2021. David has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David Anthony Bower

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

5 years in the financial services industry

Current & Past Employments

U.S. BANCORP ADVISORS, LLC·CRD# 14455
RIA
BD
150 W State St, Eagle, ID 83616
February 13, 2026 - Present
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Caldwell, ID
September 18, 2023 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Boise, ID
June 21, 2021 - February 4, 2022

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

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

Part 2 Brochures

USBA WRAP BROCHURE - PART 2A APPENDIX 1 (7/31/2026)

Direct owners and executive officers

NamePositionCRD#
U.S. BANCORPSOLE MEMBER—
ARIAS, CARLOS ALONSOMANAGER3174333
BEJASA, EILEENMANAGER7002808
CLARK, SHANNON KEITHCHIEF FINANCIAL OFFICER AND MANAGER5829700
FERGUSON, KIMBERLY NICOLEPRESIDENT, CHIEF EXECUTIVE OFFICER AND MANAGER4120145
FLOUM, JOEL IRAMANAGER2405754
MCCARTHY, MATTHEW RYANCHIEF LEGAL OFFICER6818984
MENACHER, EILEEN RENEEMANAGER4929896
SALSTROM, KYLE NORMANCHIEF COMPLIANCE OFFICER AND MANAGER5025315
STEINER, STEPHEN WARDCHIEF OPERATIONS OFFICER AND MANAGER2259345
TRIPLETT, SHANE TMANAGER1865319

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

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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.

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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)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Idaho
(2/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2021About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2021About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view David Anthony Timpe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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