As of October 20, 2023, the following product providers have been approved at U.S. Bancorp Advisors LLC (“USBA”):
American Funds, Banner, BlackRock, BNP, Brighthouse Financial, Corebridge, Covr, Crump, Equitable, Federated, Fidelity Advisors, First Trust, Global Atlantic, Hartford, Highland Capital, HSBC, Invesco, Jackson National, John Hancock, JP Morgan, Lincoln Financial, Mainstay, MassMutual, MFS, Nationwide, New York Life, One America, Pacific Life, Paychex, PIMCO, Principal, Protective Life, Prudential, Putnam, Symetra, Transamerica, Wells Fargo, Western & Southern.
Certain product providers listed above have entered into a revenue sharing agreement with USBA where USBA receives up to 0.30 percent (or 30 basis points) of the total purchase amount from our sponsors (“Product Partners”). In exchange, these Product Partners are provided enhanced access to our investment professionals and have greater opportunities to participate in marketing and training functions. It is important to note that our investment professionals do not receive any portion of the revenue and cost sharing arrangements, not all product providers approved by USBA make financial contributions to us, and these revenue-sharing payments are not made directly by the client, but are paid by a fund’s distributor, investment adviser, or other related entity.