financial advisor in Omaha Daniel Fitzpatrick
8800 West Center Road
Omaha, NE 68124
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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
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
Primary office8800 West Center Road
Omaha, NE 68124
Secondary office4818 South 108th Street
Omaha, NE 68137
Secondary office210 East Military
Fremont, NE 68025
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.