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Daniel Ross Estell

U.s. Bancorp Investments, Inc.

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About Daniel Ross Estell

Daniel Ross Estell is an investment advisor representative with U.S. Bancorp Investments, Inc. Daniel has been in the securities industry since 2015 and has experience in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Daniel holds Series 6, 7, 63, and 65 licenses. Daniel has previously worked at WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and WELLS FARGO BANK, NA.

Firm Information

Daniel Estell is currently registered with U.s. Bancorp Investments, Inc.. U.S. Bancorp Investments, Inc. is a corporation that provides financial planning, portfolio management, and other investment advisory services. Formed in 1974, the firm has approximately $1 billion - $10 billion in assets under management and is registered with the SEC and in all 50 states. The firm's main office is located in Saint Paul, Minnesota.
U.s. Bancorp Investments, Inc.

60 LIVINGSTON AVENUE

SAINT PAUL, MN 55107

$15.87B

Assets Under Management

3,360

Total Clients

1,960

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

12b-1,networking&shareholder serv,product partner arrangements

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Daniel Estell’s Registration & Firm History

CA

11/01/2023 - Present

U.s. Bancorp Investments, Inc. (Escondido CA)

CA

06/26/2015 - 11/01/2023

WELLS FARGO CLEARING SERVICES, LLC (SAN MARCOS CA)

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Licenses & Designations

IA

Issued 03/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ross Estell.
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