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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.