Daniel J. Weiss

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT

MADISON, WI 53719

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CRD#: 5826411

Professional summary

Daniel Justin Weiss, who also goes by Dan Weiss, is a registered financial advisor currently at LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC located in Madison, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Weiss

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.

Dan J. Weiss is a licensed independent insurance agent; HyphaWay, LLC; Not Investment Related; 6410 Enterprise Ln, Ste 120, Madison, WI 53719; Financial Planning SaaS for Financial Advisors; Managing Member; 07/14/2021; 10 hours per month; 5 hours per month during securities trading hours; roles applicable to a managing member establishing a new software. LBW Consulting, LLC; Not Investment Related; 6410 Enterprise Ln, Ste 120, Madison, WI 53719; Business Consulting; Managing Member = LBW Group; 7/29/22; 10 hours per month; 5 hours per month during securities trading hours; roles applicable to a managing member operating a business consulting company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Justin Weiss'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®

None

Experience

Current

October 28, 2015 - Present

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Office #1: 6410 Enterprise Lane Suite 120, Madison, WI 53719

RIA

CRD#: 281302

MADISON, WI

Past

August 3, 2010 - December 16, 2015

POEHLING CAPITAL MANAGEMENT, INC.

RIA

CRD#: 131668

MADISON, WI

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

New York
(3/14/2024)

IAR

Texas
(8/1/2017)

IAR

Wisconsin
(10/28/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/2/2010

Uniform Investment Adviser Law Examination

Current Firm

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

BICKMORE, LLC | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | LBW WEALTH MANAGEMENT | LBW WEALTH | LBW

CRD#: 281302 / SEC#:

California

Registered Investment Advisory firm - (9/15/2017 Approved)

Illinois

Registered Investment Advisory firm - (1/2/2018 Approved)

New York

Registered Investment Advisory firm - (3/1/2018 Approved)

Texas

Registered Investment Advisory firm - (8/1/2017 Conditional Restricted)

Utah

Registered Investment Advisory firm - (5/31/2018 Approved)

Wisconsin

Registered Investment Advisory firm - (9/28/2015 Approved)

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Contact information

Main Address

6410 Enterprise Lane Suite 120, Madison, WI 53719

Mailing Address

Phone number

(608) 286-1321

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	566
AUM (Assets Under Management)	$ 98,540,444

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.

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Daniel J. Weiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Justin Weiss's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

POEHLING CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/2/2010

Current Firm

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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