Dave Wasness | WM Investment Portfolio Mgr | Fargo, ND | U.S. Bancorp Wealth Management

Dave Wasness

Portfolio Manager
U.S. Bank

701.280.3688

Primary Office
505 2nd Ave N
Fargo, ND 58102

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About Me

It is my pleasure to serve the financial needs of people in the Fargo, Moorhead and Grand Forks area. I started in the financial industry in 2004 and became a Portfolio Manager in 2011. I hold a Bachelor of Science degree in finance from the Minnesota State University Moorhead in Moorhead, Minnesota and a Master of Business Administration degree from the University of Mary in Bismarck, North Dakota.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. 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 serving on the board of the FM Walleyes Unlimited, Incorporated. In my free time, I enjoy fishing, hunting and spending time with my family at the lakes.

Area of Focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

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.