Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
El Dorado Hills, CA 95762
Credentials
Series 63
Industry experience
29 years
Daniel Needler is a financial advisor with U.S. Bancorp Advisors, LLC, holding a Series 63 designation and 29 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 17 years before joining his current firm in 2026. Based in Sacramento, CA, he has been with U.S. Bancorp Advisors for one year. U.S. Bancorp Advisors, LLC offers investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm utilizes a combination of third-party Investment Managers, an Implementation Manager, and technology access to Fidelity’s FMAX platform to manage model portfolios with options for tax management and values-based overlays.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Transaction-based charges or commissions may apply if implementing the financial plan through USBA brokerage services.
1020 White Rock Rd
El Dorado Hills, CA 95762
California · Texas
U.S. Bancorp Advisors, LLC
2026 - Present (1 year)
U.S. Bancorp Investments, Inc.
2009 - 2026 (17 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
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