Best Investors Account Sign in

Daniel Ernest Needler

U.S. Bancorp Advisors, LLC

El Dorado Hills, CA

Placerville, CA

Sacramento, CA

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

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

Branch Locations

1020 White Rock Rd, El Dorado Hills, CA 95762 • United States

3075 Sacramento St, Placerville, CA 95667 • United States

2264 Fair Oaks Blvd, Sacramento, CA 95825 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. El Dorado Hills CA 10/2009 02/2026
U.S. Bancorp Advisors, Llc El Dorado Hills CA 02/2026 Present
Previous Registrations
  • 2009-11-02 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Rancho Cordova, CA
    Sacramento, CA
    Saint Paul, MN
    Lodi, CA
    Tracy, CA
    Tracy, CA
    Stockton, CA
    Stockton, CA
    Citrus Heights, CA
    Rancho Cordova, CA
    Rancho Cordova, CA
    Rancho Cordova, CA
    Sacramento, CA
    Fair Oaks, CA
    Carmichael, CA
    Fair Oaks, CA
    Folsom, CA
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Colfax, CA
    Auburn, CA
    Rocklin, CA
    Rocklin, CA
    Auburn, CA
    Roseville, CA
    El Dorado Hills, CA
    Placerville, CA
    Placerville, CA
    Folsom, CA
    Folsom, CA
    El Dorado Hills, CA
    Cameron Park, CA
    Pollock Pines, CA
    Rancho Cordova, CA
    Rancho Cordova, CA
    Folsom, CA
    Folsom, CA
    Sacramento, CA
    Rancho Cordova, CA
    Sacramento, CA
    Rancho Cordova, CA
    Auburn, CA
    Lincoln, CA
    Loomis, CA
    Colfax, CA
  • 2009-05-02 → 2009-10-23
    Chase Investment Services Corp.
    Gold River, CA
    Placerville, CA
    Carmichael, CA
    Folsom, CA
    Folsom, CA
  • 2006-02-17 → 2009-05-02
    Wamu Investments, Inc.
    Carmichael, CA
    Gold River, CA
    Folsom, CA
    Folsom, CA
    Placerville, CA
    Manteca, CA
    Stockton, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-03-13
  • S63 Uniform Securities Agent State Law Examination
    1996-03-13
Other Names
  • Dan Needler

View on SEC IAPD

Other Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC

Other Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER

Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

More in El Dorado Hills, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor