Daniel Lynn Freese

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

• 07/2010 → 02/2026
  U.S. Bancorp Investments, Inc.
  Sioux Falls, SD
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Sioux Falls, SD

Previous Registrations

• 2010-07-06 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD
  Sioux Falls, SD
  Rapid City, SD
  Rapid City, SD
  Gillette, WY
  Pierre, SD
• 2009-11-18 → 2010-07-19
  Chicago Investment Group Advisors, Llc
  Chicago, IL
• 2006-08-12 → 2009-12-02
  Ubs Financial Services Inc.
  Sioux Falls, SD
• 1999-11-19 → 2006-08-12
  Piper Sandler & Co.
  Sioux Falls, SD
  Minneapolis, MN
  Sioux Falls, SD

Other Businesses

Heritage Farms; Not Investment-Related; Worthington, MN; Farming; Shareholder; 07/2010; 0 hours/month; 0 hours/trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-11-06
• S63 Uniform Securities Agent State Law Examination
  1994-08-06

Other Names

• Daniel L Freese
• Dan Freese