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Daniel Wesley Fitzpatrick

U.s. Bancorp Investments, Inc.

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About Daniel Wesley Fitzpatrick

Daniel Fitzpatrick is a financial advisor with U.S. Bancorp Investments, Inc. based in Omaha, NE. Daniel has been in the industry since June 9, 2000 and holds Series 7, Series 63 and Series 66 securities licenses. Daniel has been registered with U.S. Bancorp Investments, Inc. since April 2002. Daniel also has registrations in Arizona, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington and Wyoming. Daniel has a diverse background in the financial industry, having previously worked at UBS Paine Webber Inc. and American Express Financial Advisors Inc.

Firm Information

Daniel Fitzpatrick 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 Fitzpatrick’s Registration & Firm History

NE

06/10/2024 - Present

U.s. Bancorp Investments, Inc. (Omaha NE)

NJ

08/11/2000 - 04/16/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NA

05/01/1991 - 07/02/1991

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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Licenses & Designations

BOTH

Issued 08/23/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Wesley Fitzpatrick.
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