Daniel P. Messmer

MESSMER CAPITAL ADVISORS LLC

Powell, OH

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CRD#: 6373614

Professional summary

Daniel Paul Messmer is a registered financial advisor currently at MESSMER CAPITAL ADVISORS LLC located in Powell, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Rental property ownership. Non-investment related. Owns and manages rental properties located in central Ohio since 2016. Up to five hours per week, none during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Messmer'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 10, 2024 - Present

MESSMER CAPITAL ADVISORS LLC

RIA

CRD#: 305387

Powell, OH

Past

May 7, 2021 - July 15, 2024

MEEDER ADVISORY SERVICES, INC.

RIA

CRD#: 106814

DUBLIN, OH

Past

August 2, 2019 - May 7, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA

CRD#: 105794

DUBLIN, OH

Past

August 18, 2014 - July 15, 2024

MEEDER DISTRIBUTION SERVICES, INC.

CRD#: 36773

DUBLIN, OH

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

Ohio
(7/10/2024)

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

State Security Law Exam

IAR

Series 66

Date: 12/21/2020

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2014

General Securities Representative Examination

Current Firm

MESSMER CAPITAL ADVISORS LLC

CAPITAL PRESERVATION GROUP LLC | MESSMER CAPTITAL ADVISORS LLC | MESSMER CAPITAL ADVISORS LLC | MESSMER CAPITAL

CRD#: 305387 / SEC#:

Ohio

Registered Investment Advisory firm - (10/28/2019 Approved)

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Contact information

Main Address

220 Mill Street, Milford, OH 45150

Mailing Address

Phone number

(740) 972-1196

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 74,567,390

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 P. Messmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Messmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MESSMER CAPITAL ADVISORS LLC

MEEDER ADVISORY SERVICES, INC.

MEEDER ASSET MANAGEMENT, INC.

MEEDER DISTRIBUTION SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2020

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2014

Current Firm

MESSMER CAPITAL ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MESSMER CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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