Daniel Freese is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Sioux Falls, SD, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
141 N Main Ave, Sioux Falls, SD, 57104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a shareholder in Heritage Farms, a farming business in Worthington, MN, since 2010. He dedicates minimal time to this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Chicago Investment Group, LLCBroker
Chicago Investment Group Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.