Daniel G. Sievers

SAWBILL CAPITAL LLC

ELM GROVE, WI

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CRD#: 6129746

Professional summary

Daniel Glenn Sievers, who also goes by Dan Sievers, is a registered financial advisor currently at SAWBILL CAPITAL LLC located in Elm Grove, Wisconsin.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Sievers

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Glenn Sievers'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

July 17, 2024 - Present

SAWBILL CAPITAL LLC

RIA

CRD#: 331758

ELM GROVE, WI

Past

November 30, 2012 - January 29, 2024

FIDUCIARY MANAGEMENT, INC.

RIA

CRD#: 109149

MILWAUKEE, 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

Wisconsin
(7/17/2024)

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

Current Firm

SAWBILL CAPITAL LLC

RAVELIN ASSET MANAGEMENT | SAWBILL CAPITAL LLC | RAVELIN ASSET MANAGEMENT, LLC

CRD#: 331758 / SEC#:

Wisconsin

Registered Investment Advisory firm - (7/17/2024 Approved)

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Contact information

Main Address

Elm Grove, WI

Mailing Address

Phone number

(414) 704-9697

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 11,800,000

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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Firm Stability Insights

Daniel G. Sievers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Glenn Sievers's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAWBILL CAPITAL LLC

FIDUCIARY MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

SAWBILL CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAWBILL CAPITAL LLC

TRUST BUT VERIFY

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