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Daniel Cape, Cfp®, Cima®, Aams® Email & Phone Number
President and Founding Partner
at
Lake Edge Wealth Advisors
2 work emails found
@sigmanest.com
6 phones found area 920, 513, and 603
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founding Partner
Location
Green Bay, Wisconsin, United States
Who is Daniel Cape, Cfp®, Cima®, Aams®? Overview
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Quick answer
Daniel Cape, Cfp®, Cima®, Aams® is listed as President and Founding Partner at Lake Edge Wealth Advisors, based in Green Bay, Wisconsin, United States. AeroLeads shows a work email signal at sigmanest.com, phone signal with area code 920, 513, 603, and a matched LinkedIn profile for Daniel Cape, Cfp®, Cima®, Aams®.
Daniel Cape, Cfp®, Cima®, Aams® previously worked as Financial Advisor at Cape Financial Group, Llc and Registered Branch Professional at Cape Financial Group, Llc. Daniel Cape, Cfp®, Cima®, Aams® holds Accredited Asset Management Specialist Designation, Financial Planning And Services from College For Financial Planning.
Company email context
Email format at Lake Edge Wealth Advisors
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*@sigmanest.com
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AeroLeads found 2 current-domain work email signals for Daniel Cape, Cfp®, Cima®, Aams®. Compare company email patterns before reaching out.
Profile bio
About Daniel Cape, Cfp®, Cima®, Aams®
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with clients. As a financial advisor, I endeavor to know you and understand your financial situation to provide only the highest quality information, services, and products in order to surpass your financial goals and allow you pursue your life's ambitions.Our team at Cape Financial group is here to educate, be a consistent resource, and work with every client to wisely invest their money. We help our clients answer questions like, "When can I retire?", "How much income will I have in retirement?" and "How long will my money last?". We can then develop custom investment strategies designed to reach important milestones so our clients can enjoy their lives to full potential.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Listed skills include Microsoft Office, Solidworks, Engineering, Microsoft Word, and 10 others.
Current workplace
Daniel Cape, Cfp®, Cima®, Aams®'s current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
Daniel Cape, Cfp®, Cima®, Aams® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Current
Cape Financial Group, Llc
Cape Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Mar 2017 - Present
Registered Branch Professional
Cape Financial Group, Llc
Mar 2017 - Dec 2017
Mrp Applications Engineer
My main role at SigmaTEK is to integrate a business system with shop floor management into a manufacturing organization. This includes doing onsite implementation, technical support, and quality assurance to ensure a quality software to the customers. The position requires a high-level knowledge of the customer's business model and flow in order to cater the software to their specific needs.
Jan 2016 - Mar 2017
Application Engineer
As an Application Engineer at SigmaTEK Systems, I perform many tasks concerning the customer relationship with the company. I perform training for various customer types of the SigmaNEST software in the Cincinnati office or at a customer's facility. I cater the software to the customer's needs to integrate their specific machine (punch, laser, plasma, oxygas, router, etc.) to the software.My role also includes the techincal support of the SigmaNEST software. This role involves problem solving at the highest level, interacting with software developers, and modifying post processors.
May 2015 - Jan 2016
Mechanical Engineer Intern
May 2014 - Aug 2014
2 education records
Daniel Cape, Cfp®, Cima®, Aams® education
Accredited Asset Management Specialist Designation, Financial Planning And Services
Bachelor Of Science In Mechanical Engineering, Mechanical Engineering
FAQ
Frequently asked questions about Daniel Cape, Cfp®, Cima®, Aams®
Quick answers generated from the profile data available on this page.
What company does Daniel Cape, Cfp®, Cima®, Aams® work for?
Daniel Cape, Cfp®, Cima®, Aams® works for Lake Edge Wealth Advisors.
What is Daniel Cape, Cfp®, Cima®, Aams®'s role at Lake Edge Wealth Advisors?
Daniel Cape, Cfp®, Cima®, Aams® is listed as President and Founding Partner at Lake Edge Wealth Advisors.
What is Daniel Cape, Cfp®, Cima®, Aams®'s email address?
AeroLeads has found 2 work email signals at @sigmanest.com for Daniel Cape, Cfp®, Cima®, Aams® at Lake Edge Wealth Advisors.
What is Daniel Cape, Cfp®, Cima®, Aams®'s phone number?
AeroLeads has found 6 phone signal(s) with area code 920, 513, 603 for Daniel Cape, Cfp®, Cima®, Aams® at Lake Edge Wealth Advisors.
Where is Daniel Cape, Cfp®, Cima®, Aams® based?
Daniel Cape, Cfp®, Cima®, Aams® is based in Green Bay, Wisconsin, United States while working with Lake Edge Wealth Advisors.
What companies has Daniel Cape, Cfp®, Cima®, Aams® worked for?
Daniel Cape, Cfp®, Cima®, Aams® has worked for Lake Edge Wealth Advisors, Cape Financial Group, Llc, Sigmatek Systems, and Jms Composites.
How can I contact Daniel Cape, Cfp®, Cima®, Aams®?
You can use AeroLeads to view verified contact signals for Daniel Cape, Cfp®, Cima®, Aams® at Lake Edge Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Cape, Cfp®, Cima®, Aams® attend?
Daniel Cape, Cfp®, Cima®, Aams® holds Accredited Asset Management Specialist Designation, Financial Planning And Services from College For Financial Planning.
What skills is Daniel Cape, Cfp®, Cima®, Aams® known for?
Daniel Cape, Cfp®, Cima®, Aams® is listed with skills including Microsoft Office, Solidworks, Engineering, Microsoft Word, Cad, Mechanical Engineering, Autocad, and Inventor.
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