Unclaimed Profile

Michael Scott Mortensen

UNIONBANC INVESTMENT SERVICES, LLC·GLENDALE, California

SIE, Series 4, Series 7, Series 9, Series 10, Series 12, Series 24, Series 52TO, Series 53, Series 63, Series 72, Series 99TOClean recordUNIONBANC INVESTMENT SERVICES, LLC

800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 1905271Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Scott Mortensen · GLENDALE, CA

Registration

CRD #1905271 · UNIONBANC INVESTMENT SERVICES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 12

Series 24

Series 52TO

Series 53

Series 63

Series 72

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

U.S. BANCORP ADVISORS, LLC

CRD 14455 · SEC 801-70084

AUM

$1.4B

Regulatory assets under management

Employees

238

3,901 client accounts

Services offered by U.S. BANCORP ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at U.S. BANCORP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Scott Mortensen offer?

Michael Scott Mortensen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.

What are Michael Scott Mortensen's credentials?

Michael Scott Mortensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Scott Mortensen located?

Michael Scott Mortensen is based in GLENDALE, California, working with UNIONBANC INVESTMENT SERVICES, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does Michael Scott Mortensen charge for services?

Michael Scott Mortensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNIONBANC INVESTMENT SERVICES, LLC?

UNIONBANC INVESTMENT SERVICES, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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