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

Dan Carlson

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

952.887.6070

Primary Office
9633 Lyndale Avenue South
Bloomington, MN 55420
Let's Connect

Thank You

Your message has been sent to Dan Carlson. We look forward to being in touch.

Contact Me

Complete this form and Dan Carlson will contact you to discuss your needs.

* Indicates required fields

Error: Please correct the errors and send your information again.
Error: First Name is a required field.
Error: Last Name is a required field.
Error: Phone Number is a required field.
Error: Phone Number entered is incorrect.
Error: Email Address is a required field.
Error: Email Address is invalid.
Which areas interest you? Check all that apply *
Error: Area of interest is required field.

About Me

It is my pleasure to serve the financial needs of people in the Twin Cities area. I started in the financial services industry in 2003 and became a Wealth Management Advisor in 2003. I hold a Bachelor of Science degree in finance and economics from the University of Minnesota in Minneapolis, Minnesota. 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 spend my time as a 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 U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.