Dan Needler Email & Phone Number

As your Wealth Management Advisor, I will partner with you to define and potentially realize your financial goals. Working together, I can seek to help you to build, preserve and transfer your wealth in a long-term, one-on-one relationship. I can work to guide you through life’s complexities and help you plan accordingly. The following are areas where my background as a U.S. Bancorp Investments Wealth Management Advisor may benefit you or your family: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee issues, distribution of wealth at death and charitable inclinations at death. I can work to guide you through life’s complexities and help you plan accordingly. Please direct all business communications to me at dan.needler1@usbank.com./*********/Investment and insurance products and services including annuities are:NOT A DEPOSIT • NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCYInvestment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank. Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License# 0E24641.