Daniel Steven Wieman
Financial advisor at Marketocracy Masters Capital Management LLC · Wildwood, MO
Last updated 2026-10-10
Claim your profileDaniel Steven Wieman is a financial advisor at Marketocracy Masters Capital Management LLC in Wildwood, MO, CRD 7405141. Licenses and exams on the registration: Series 65. IAPD registration began 2021-07-30.
Registration
- CRD number
- 7405141
- Registration status
- Active
- IAPD registration
- 2021-07-30
- Industry Experience
- 5 years
- Work Experience
- 14 years
- States registered
- MI, MO
Licenses and exams
- Series 65
Work history
- 2011-11 to Present · Rga Reinsurance Company · Chesterfield, MO
- 2021-05 to Present · Marketocracy Masters Capital Management LLC · Wildwood, MO
Current employment
- Marketocracy Masters Capital Management LLC · Northville, MI
Marketocracy Masters Capital Management LLC
- Regulatory AUM
- $4,500,000
- Registered advisors
- 3
- Offices
- 3
- Average AUM per client
- $250K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Marketocracy Masters Capital Management LLC: advisors, services and reported ETF investments
About
Daniel Steven Wieman is a financial advisor at Marketocracy Masters Capital Management LLC in Wildwood, MO. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 14 years of reported work history. Reported roles include Rga Reinsurance Company.
Marketocracy Masters Capital Management LLC's firm-level Form ADV reports 3 advisors across 3 offices; approximately 6.0 clients per advisor, average assets per client of $250,000, and regulatory AUM of $4.5M; client categories including Individuals (non-HNW); services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
What this firm offers
Filed by Marketocracy Masters Capital Management LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Lawyer or Law Firm
Location
Wildwood, MO
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 313-949-8395
- Website: marketocracymasters.com
- Youtube
Official record
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