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Daniel Fitzpatrick | Financial Advisor | Omaha, NE | U.S. Bancorp Wealth Management

financial advisor in Omaha Daniel Fitzpatrick

CFP®, CWS®
Wealth Management Advisor
U.S. Bancorp Investments

402.399.2755

Primary office
8800 West Center Road
Omaha, NE 68124
Get Directions to 8800 West Center Road

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For general account support, call 888-330-6918

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

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

Our integrated wealth management approach gives you access to a dedicated wealth professional, 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 wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.