Daniel
Wieman

Marketocracy Masters Capital Management LLC

CRD#7405141
Investment Advisor
in Wildwood, MO

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About this Advisor

Daniel Wieman is a financial advisor based in Wildwood, Missouri, working with Marketocracy Masters Capital Management LLC. Daniel has previously held positions at Rga Reinsurance Company and Marketocracy Masters Capital Management LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Missouri. Currently, Daniel is part of Marketocracy Masters Capital Management LLC, which operates out of Wildwood, Missouri. The firm has 3 employees and manages assets totaling $2.4 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Marketocracy Masters Capital Management LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Wildwood, MO

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Marketocracy Masters Capital Management LLC Brokerage Details

Total Assets Under Management

$2,364,900

MO Average: $943,424,332
Total Number of Employees

3

MO Average: 21
Total Number of Accounts

19

MO Average: 1,586
Average Account Size

$124,468

MO Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Daniel Wieman Work History

2021 - Present (4 years)

Marketocracy Masters Capital Management LLC

2011 - Present (14 years)

Rga Reinsurance Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Daniel Wieman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Marketocracy Masters Capital Management LLC

Daniel Wieman
Wildwood, MO
Bethany Wieman
Wildwood, MO
Anthony Mitchell
Redford, MI

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