Daniel J. Matheson
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Matheson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2025 - Present
K2 WEALTH MANAGEMENT
March 14, 2025 - April 28, 2025
PENSERRA WEALTH MANAGEMENT
September 17, 2015 - April 14, 2025
ASPEN CAPITAL MANAGEMENT LLC
November 19, 2014 - November 3, 2015
MY INVESTMENT ADVISOR, INC.
October 28, 2010 - August 1, 2011
OSAIC WEALTH, INC.
August 11, 2010 - October 27, 2010
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
May 18, 2006 - July 29, 2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2025)
(2/18/2026)
Exams
Current Firm
K2 WEALTH MANAGEMENT
CRD#: 331906 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 199,574 |
Red Flags
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