Daniel Lloyd Wildermuth
Professional Summary
Daniel Lloyd Wildermuth, who also goes by Dan Lloyd Wildermuth, was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 1998 - 2021. Daniel had worked at 5 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 24 and Series 28 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Lloyd Wildermuth
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
WILDERMUTH ADVISORY, LLC
Contact Information
Main Address
Ponte Vedra Beach, FLMailing Address
3948 3rd Street S #89, Jacksonville, FL 32250Phone Number
(770) 407-5401# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$121,456,840Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Dec 1997About the Series 28 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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