Daniel Lund is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Spokane, WA, with 9 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
7307 N Division St, Spokane, WA, 99208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a board member of The Share hope Through Love Foundation, a non-profit owned by his spouse that supports the homeless. He dedicates minimal time to this activity, assisting with by-laws and minute meetings, and may eventually serve as Treasurer.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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