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Daniel Needler

U.S. Bancorp Advisors, LLC
30 Years of Experience
El Dorado Hills, CA
2 DisclosuresBroker
View SEC Summary
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Daniel Needler is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in El Dorado Hills, CA, with 30 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

U.S. Bancorp Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
View Full SEC Brochure

Location

1020 White Rock Rd, El Dorado Hills, CA, 95762

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2013
Denied
Customer Dispute
June 2013
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 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 Registrations11 states
AZCACOFLIDNVNYORTXWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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