financial advisor in Omaha Daniel Fitzpatrick
402.399.2755
8800 West Center Road
Omaha, NE 68124
Thank You
Your message has been sent to Daniel Fitzpatrick. We look forward to being in touch.
Contact me
Complete this form and Daniel Fitzpatrick will contact you to discuss your needs.* Indicates required fields
About me
My experience in the financial services industry began in 2001, and it is my pleasure to serve the financial needs of people in the Omaha area. I hold a Bachelor of Science degree from Michigan State University. Arkansas Insurance Producer License Number 3690134. California Insurance License #0I66025.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a 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 spend my time as a member of the Rotary Club of Western Douglas County, and in my free time, I enjoy golfing and spending time outdoors.
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
My offices
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.
Equal Housing Lender. Deposit products are offered by U.S. Bank National Association. Member FDIC. Credit products offered by U.S. Bank National Association and subject to normal credit approval.