DM
Daniel J. Matheson
K2 WEALTH MANAGEMENT
BLYTHEWOOD, SC
Some features on this profile are disabled
CRD#: 5076892
DM
Professional summary
Daniel James Matheson, ChFC®, CLU®, who also goes by Dan J Matheson, Dan Matheson, Daniel J Matheson, is a registered financial advisor currently at K2 WEALTH MANAGEMENT located in Blythewood, South Carolina.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan J Matheson | Dan Matheson | Daniel J Matheson
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.
#1 - K2 Business Group Name of Business: K2 Business Group (dba of True Wealth LLC) Is the Business Investment-Related? Yes (insurance and business advisory services) Address: 2451 N. Carter Dr., Lehi, UT 84043 Nature of Business: Insurance and business consulting services for individuals and small business owners. Position/Title: Owner and Principal Start Date: 01/2022 Hours per Month: Approximately 40 hours per month (10-20 during advisory trading hours, seasonally higher). Description of Duties: Provides insurance planning, business consulting, and exit strategy advisory services through True Wealth LLC. Activities are conducted under a separate legal entity not supervised by Two Tree Financial, LLC dba K2 Wealth Management. No securities transactions are conducted through this business. #2 - K2 Tax Group Name of Business: K2 Tax Group Is the Business Investment-Related? No (tax preparation and tax planning services only) Address: 2451 N. Carter Dr., Lehi, UT 84043 Nature of Business: Tax preparation and tax advisory services. Position/Title: Owner and Principal Start Date: 01/2023 Hours per Month: Approximately 60 hours per month (up to 100 during tax season). Description of Duties: Provides individual and business tax preparation, IRS representation, and tax strategy services. Clients of Two Tree Financial are not required to use K2 Tax Group. No securities or investment advisory activities occur through this business. In relation to his dual registration status: Mr. Matheson will maintain dual registration with Aspen Capital Management, Inc. (CRD #151621) and Two Tree Financial, LLC dba K2 Wealth Management (CRD #331906) on a temporary basis to ensure an orderly transition of client accounts and supervision. Both firms have authorized the dual registration in writing. The arrangement is expected to conclude by year-end 2025 once all client transitions are complete.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Matheson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 23, 2025 - Present
K2 WEALTH MANAGEMENT
RIA
CRD#: 331906
BLYTHEWOOD, SC
Past
March 14, 2025 - April 28, 2025
PENSERRA WEALTH MANAGEMENT
RIA
CRD#: 333218
Lexington, SC
Past
September 17, 2015 - April 14, 2025
ASPEN CAPITAL MANAGEMENT LLC
RIA
CRD#: 226559
Lehi, UT
Past
November 19, 2014 - November 3, 2015
MY INVESTMENT ADVISOR, INC.
RIA
CRD#: 144616
ST. GEORGE, UT
Past
October 28, 2010 - August 1, 2011
OSAIC WEALTH, INC.
BD
CRD#: 23131
SALT LAKE CITY, UT
Past
August 11, 2010 - October 27, 2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
HOLBROOK, NY
Past
May 18, 2006 - July 29, 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
ST GEORGE, UT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(5/23/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
KW
K2 WEALTH MANAGEMENT
K2 WEALTH MANAGEMENT | TWO TREE FINANCIAL, LLC | TWO TREE FINANCIAL
CRD#: 331906 / SEC#:
South Carolina
Registered Investment Advisory firm - (9/6/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Blythewood, SC
Mailing Address
Phone number
(515) 710-8804
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 199,574 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
