Erin Dauwalter is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Waconia, MN, with 11 years of industry experience. Erin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Waconia, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erin assists on her family farm and serves as a trustee for her father's living trust. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.
State Registrations1 state
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