Daniel Carlson | Financial Advisor | Bloomington, MN | U.S. Bancorp Wealth Management

Dan Carlson

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

952.887.6070

Primary Office
9633 Lyndale Avenue South
Bloomington, MN 55420
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About me

It is my pleasure to serve the financial needs of people in the Twin Cities area. My experience in the financial industry started in 2003 and I became a Wealth Management Advisor in 2003. I hold a Bachelor of Science degree in finance and economics from the University of Minnesota-Twin Cities. California Insurance License # 0E41891.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker or Retail Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I am an active member of the University of Minnesota Alumni Association. In my free time, I enjoy spending time with my family, golfing and watching Gopher football.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.