Advisor at U.S. Bancorp Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
U.S. Bancorp Advisors, LLC
Location
Cushing, WI
Credentials
Series 66
Industry experience
14 years
$0 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.60% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.10% $5,000,001+: 1.10%
Account minimum: $25,000 minimum for most programs, with some programs requiring higher minimums up to $500,000
U.S. Bancorp Advisors, LLC
2025 - Present (1 year)
U.S. Bancorp Investments, Inc.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Series 63, Series 65
Milltown, WI
Merrill
Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.
Series 63, Series 66
Saint Croix Falls, WI
Principal Financial Services
Series 66
St Croix Falls, WI
LPL Financial
Series 63, Series 66
Lindstrom, MN
Raymond James Financial
Series 63, Series 65
St. Croix Falls, WI
Raymond James Financial
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")