Michael Mathewson
Financial advisor at U.S. Bancorp Advisors, LLC · Heber City, UT
Last updated 2026-10-10
Claim your profileMichael Mathewson is a financial advisor at U.S. Bancorp Advisors, LLC in Heber City, UT, CRD 4821923. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2019-09-12.
Registration
- CRD number
- 4821923
- Registration status
- Active
- IAPD registration
- 2019-09-12
- Industry Experience
- 7 years
- Work Experience
- 13 years
- States registered
- UT
Licenses and exams
- Series 63
- Series 66
Work history
- 2013-06 to 2022-10 · Zions Bank · Park City, UT
- 2018-09 to 2022-10 · Lpl Financial LLC · Park City, UT
- 2022-11 to Present · U.S. Bank · Heber City, UT
- 2023-02 to 2026-02 · U.S. Bancorp Investments, Inc. · Heber City, UT
- 2026-02 to Present · U.S. Bancorp Advisors, LLC · Heber City, UT
Current employment
- U.S. Bancorp Advisors, LLC · Saint Paul, MN
U.S. Bancorp Advisors, LLC
- Regulatory AUM
- $1,796,069,079
- Registered advisors
- 1,157
- Offices
- 1,914
- Clients per advisor
- 2.9 (Low)
- Average AUM per client
- $537.3K (Low)
- High-net-worth client ratio
- 13.0% (Low)
U.S. Bancorp Advisors, LLC: advisors, services and reported ETF investments
About
Michael Mathewson is a financial advisor at U.S. Bancorp Advisors, LLC in Heber City, UT. Reported securities licenses include Series 63 and Series 66. The latest record indicates 7 years of industry experience and 13 years of reported work history. Reported roles include U.S. Bank, U.S. Bancorp Investments, Inc., Lpl Financial LLC, Zions Bank.
U.S. Bancorp Advisors, LLC's firm-level Form ADV reports 1,157 advisors across 1,914 offices; approximately 2.9 clients per advisor, average assets per client of $537,263, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
What this firm offers
Filed by U.S. Bancorp Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Banking or Thrift Institution
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
Heber City, UT
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 800-888-4700
- Website: usbank.com/wealth-management.html
Official record
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