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Lisa Ann Isaacson

U.S. BANCORP ASSET MANAGEMENT, INC.·MINNEAPOLIS, Minnesota
SIE, Series 7, Series 63Clean recordU.S. BANCORP ASSET MANAGEMENT, INC.
800 NICOLLET MALL, MINNEAPOLIS, MN 55402CRD# 5848976Firm CRD# 111912

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lisa Ann Isaacson · MINNEAPOLIS, MN
Registration
CRD #5848976 · U.S. BANCORP ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
U.S. BANCORP ASSET MANAGEMENT, INC.
CRD 111912 · SEC 801-60125
AUM
$176.1B
Regulatory assets under management
Employees
77
88 client accounts
Services offered by U.S. BANCORP ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at U.S. BANCORP ASSET MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Lisa Ann Isaacson offer?
Lisa Ann Isaacson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Lisa Ann Isaacson's credentials?
Lisa Ann Isaacson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Ann Isaacson located?
Lisa Ann Isaacson is based in MINNEAPOLIS, Minnesota, working with U.S. BANCORP ASSET MANAGEMENT, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Lisa Ann Isaacson charge for services?
Lisa Ann Isaacson's firm is compensated through percentage of aum, other: administration fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is U.S. BANCORP ASSET MANAGEMENT, INC.?
U.S. BANCORP ASSET MANAGEMENT, INC. has approximately 77 employees and manages $176.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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