Daniel Dullum | Financial Advisor | Redmond, WA | U.S. Bancorp Wealth Management

Daniel Dullum

Wealth Management Associate
U.S. Bancorp Investments

425.558.9722

Primary Office
17020 Redmond Way
Redmond, WA 98052

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About Me

It is my pleasure to serve the financial needs of people in the Bear Creek, Mercer Island and Factoria areas. I started in the financial industry in 2012 and became a Wealth Management Associate in 2015. I hold a Bachelor of Arts degree in economics from Seattle Pacific University in Seattle, Washington.

I want to make managing your finances as easy as possible for you. I will support your U.S. Bank Wealth Management Banker and your Wealth Management Advisor in U.S. Bancorp Investments in bringing you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

In my free time I enjoy spending time with my family and hiking.

Area of Focus

Client Service

Research

Proactive Client Contact

Wealth Team Support

Administration

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.