Steve Steiner in

Steve Steiner

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Chief Operating Officer and Head of Clearing at U.S. Bancorp Advisors
📍 Maple Plain, Minnesota, United States

As Chief Operating Officer and Head of Clearing at U. S. Bancorp Advisors, Stephen Steiner directs a wide range of functions, including Retail Investment Operations, Clearing, the Customer Service Center, and Advisor Supervision. His expertise is built on senior roles at Wells Fargo and Ameriprise Financial Services. He holds Series 9 and 24 certifications.

His broad mandate covers operations for both retail and capital markets, showcasing his deep, cross-functional experience in the financial services industry.

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Experience
28 Years
Current Role
Chief Operating Officer and Head of Clearing
Job Level
Leadership
Location
Maple Plain, Minnesota, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Steve cares about

Retail Investment Operations
He directly oversees Retail Investment Operations as a core part of his COO responsibilities at U. S. Bancorp Advisors.
Clearing & Capital Markets
His role as Head of Clearing for both Retail and Capital Markets is a central part of his title and career focus, including past director-level experience.
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Career

Work history

2-2026
Chief Operating Officer and Head of Clearing
U.S. Bancorp Advisors
4-2017 - 2-2026
Chief Operating Officer and Head of Clearing
U.S. Bancorp Investments, Inc.
9-2014 - 4-2017
Director - Capital Markets Operations
Wells Fargo Securities
6-2013 - 9-2014
Director of Clearing
Ameriprise Financial Services, Inc
8-2012 - 5-2013
SVP - Brokerage Operations - Project Management
Wells Fargo Advisors
In the press

Media appearances

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Education
Masters
University of St. Thomas
Bachelor of Science
University of Minnesota
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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