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Daniel Needler
29 Years of Experience
El Dorado Hills, CA
2 DisclosuresBroker
Daniel Needler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in El Dorado Hills, CA, with 29 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
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1020 White Rock Rd, El Dorado Hills, CA, 95762
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2013Denied
Customer Dispute
June 2013Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.
November 2009 - February 2026 · 16 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
October 2009 - February 2026 · 16 yrs 4 mos
Chase Investment Services CORP.Broker
May 2009 - October 2009 · 5 mos
Chase Investment Services CORP.
May 2009 - October 2009 · 5 mos
Wamu Investments, INC.
February 2006 - May 2009 · 3 yrs 3 mos
Wamu Investments, INC.Broker
February 1998 - May 2009 · 11 yrs 3 mos
Great Western Financial Securities CorporationBroker
March 1996 - February 1998 · 1 yr 11 mos
State Registrations10 states
AZCACOFLIDNVNYORTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.