David Anderson | Financial Advisor | Minnetonka, MN | U.S. Bancorp Wealth Management

David Anderson

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

952.380.2029

Primary Office
17800 Highway 7
Minnetonka, MN 55345

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About Me

It is my pleasure to serve the financial needs of people in the Twin Cities area. I started in the financial industry in 2005 and became a Wealth Management Advisor in 2012.  I hold a Bachelor of Arts degree in Spanish from the University of Wisconsin Eau Claire in Eau Claire, Wisconsin. I also hold a Master of Business Administration degree from the University of St. Thomas in Minneapolis, Minnesota. I am also fluent in Spanish. 

Arkansas Insurance License Number 9571126, California Insurance License #0H99435.

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 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 like volunteering with Habitat for Humanity. In my free time, I enjoy traveling, investing and playing with my young kids. 

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

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.