Geneos Wealth Management
46yrs
Top advisor by experience in Rochester
18yrs
Based in Rochester, Minnesota, Daniel Murphy is a fiduciary financial advisor with 18 years of industry experience. Daniel joined U.S. Bancorp Advisors in 2026, after a year at U.S. Bancorp Investments and three years at Edward Jones. U.S. Bancorp Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 245 advisors with offices in Rochester, and one of 205 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in Minnesota
Office3376 Northern Valley Place NE, Rochester, MN 55906
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$519,191
Advisors at the firm1,158
States licensed ?1 state
Services through U.S. Bancorp Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowU.S. Bancorp Advisors, LLCCurrent firm
- Oct 2024 – Feb 2026U.S. Bancorp Investments, Inc.Previously
- 2021 – 2024Edward JonesPreviously
- Jun 2008 – Jul 2009Edward JonesPreviously
Contact Daniel
(800) 888-4700Firm headquarters in Saint Paul, MN. Ask for Daniel. 3376 Northern Valley Place NERochester, MN 55906Office · Get directions Firm websitewww.usbank.com/wealth-management.html
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call U.S. Bancorp Advisors at (800) 888-4700 and ask for Daniel Murphy. Daniel works from the Rochester, MN office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 57% of advisors in Minnesota.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
U.S. Bancorp Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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