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Daniel Wesley Fitzpatrick

U.S. Bancorp Advisors, LLC

Omaha, NE

Omaha, NE

Omaha, NE

Omaha, NE

CRD 4210134

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Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • NE RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

4818 S 108Th St, Omaha, NE 68137 • United States

5332 S 138Th St, Omaha, NE 68137 • United States

3410 S 143Rd Plaza, Omaha, NE 68144 • United States

8800 West Center Rd, Omaha, NE 68124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Omaha NE 04/2002 02/2026
U.S. Bancorp Advisors, Llc Omaha NE 02/2026 Present
Previous Registrations
  • 2003-05-27 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Papillion, NE
    Omaha, NE
    Bellevue, NE
    Omaha, NE
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Elkhorn, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Elkhorn, NE
    Omaha, NE
    Omaha, NE
    Lavista, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Elkhorn, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Bellevue, NE
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Bellevue, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Blair, NE
    Bellevue, NE
    Fremont, NE
    Fremont, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Lees Summit, MO
  • 2000-11-07 → 2002-04-29
    Ubs Financial Services Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-23
S63 Uniform Securities Agent State Law Examination 1991-05-07
  • S66 Uniform Combined State Law Examination
    2000-08-23
  • S63 Uniform Securities Agent State Law Examination
    1991-05-07

View on SEC IAPD

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