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Daniel Lynn Freese

Investment Adviser Representative at U.S. BANCORP ADVISORS, LLC

Sioux Falls, SDCRD #2436768Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Lynn Freese has worked in the securities industry since 1994. They have passed the Series 65, 63, 31, and 7 examinations. They are registered to provide investment advisory services in South Dakota and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
South DakotaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/6/1997
Series 63
Uniform Securities Agent State Law Examination
Passed 8/6/1994
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 10/15/2004
Series 7
General Securities Representative Examination
Passed 6/10/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

U.S. Bancorp Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

U.S. BANCORP ADVISORS, LLCCurrent
2/13/2026Sioux Falls, SD
U.S. BANCORP INVESTMENTS, INC.
7/6/20102/13/2026Sioux Falls, SD
CHICAGO INVESTMENT GROUP ADVISORS, LLC
11/18/20097/19/2010Chicago, IL
UBS FINANCIAL SERVICES INC.
8/12/200612/2/2009Sioux Falls, SD
PIPER JAFFRAY & CO.
11/19/19998/12/2006Sioux Falls, SD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Lynn Freese has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Lynn Freese - Financial Advisor in Sioux Falls, SD | AdvisorFinder