Erin Nicole Dauwalter

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  U.S. Bancorp Investments, Inc.
  Waconia, MN
• 09/2025 → Present
  U.S. Bancorp Advisors, Llc
  Waconia, MN

Other Businesses

1) Farming; Non Investment-related; Fulda, MN; Farming; Daughter on family farm, working for father; 10/2022; 1 hour/ month; 0 hours/ trading; Assisting on family farm (planting, hauling grain, combining, etc). 2) Steven Oakland Living Trust; Non Investment-related; Fulda, MN; Trustee; 10/2022; 0-1 hours/ month; 0 hours/ trading; Serve as trustee (co-trustee with father and sister). Intent is to provide smooth passage of trust in case of father's passing.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-04

Other Names

• Erin Nicole Oakland