Daniel Lindsay | Investment & Wealth | Omaha, NE | U.S. Bancorp Wealth Management

Dan Lindsay

Wealth Management Trust Advisor
U.S. Bank

402.963.2156

Primary Office
1700 Farnam St
Omaha, NE 68102

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About Me

It is my pleasure to serve the financial needs of people in the Omaha, Eastern Nebraska, Western Iowa, Southern California and Florida areas. My experience in the financial services industry began in 1992 and I became a Wealth Management Trust Advisor in 2000. I hold a Bachelor of Science degree in psychology and Juris Doctorate degree in law from Creighton University in Omaha, Nebraska, I also earned my degree of Master of Business Administration in finance from the University of San Diego. 

I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, 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 Saint Cecilia Cathedral Educational Endowment, and I am also a member of the Omaha Estate Planning Council. In my free time, I enjoy bicycling, playing basketball and watching Creighton men's basketball.

Area of Focus

Financial Planning

Retirement Income Planning

Investments

Trust Administration

Estate Administration

Charitable Services

Philanthropy

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.