Daniel Cape, Cfp®, Cima®, Aams®

Daniel Cape, Cfp®, Cima®, Aams® Email and Phone Number

President and Founding Partner @ Lake Edge Wealth Advisors
Green Bay, WI, US
Daniel Cape, Cfp®, Cima®, Aams®'s Location
Green Bay, Wisconsin, United States, United States
Daniel Cape, Cfp®, Cima®, Aams®'s Contact Details

Daniel Cape, Cfp®, Cima®, Aams® work email

Daniel Cape, Cfp®, Cima®, Aams® personal email

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.

Daniel Cape, Cfp®, Cima®, Aams®'s Current Company Details
Lake Edge Wealth Advisors

Lake Edge Wealth Advisors

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President and Founding Partner
Green Bay, WI, US
Daniel Cape, Cfp®, Cima®, Aams® Work Experience Details
  • Lake Edge Wealth Advisors
    President And Founding Partner
    Lake Edge Wealth Advisors
    Green Bay, Wi, Us
  • Cape Financial Group, Llc
    Financial Advisor
    Cape Financial Group, Llc Mar 2017 - Present
    Green Bay, Wisconsin Area
    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.
  • Cape Financial Group, Llc
    Registered Branch Professional
    Cape Financial Group, Llc Mar 2017 - Dec 2017
    Green Bay, Wisconsin Area
  • Sigmatek Systems
    Mrp Applications Engineer
    Sigmatek Systems Jan 2016 - Mar 2017
    Cincinnati Area, Ky
    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.
  • Sigmatek Systems
    Application Engineer
    Sigmatek Systems May 2015 - Jan 2016
    Cincinnati, Ohio Area
    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.
  • Jms Composites
    Mechanical Engineer Intern
    Jms Composites May 2014 - Aug 2014

Daniel Cape, Cfp®, Cima®, Aams® Skills

Microsoft Office Solidworks Engineering Microsoft Word Cad Mechanical Engineering Autocad Inventor Powerpoint Matlab Sigmanest Revit Mrp Lean Manufacturing

Daniel Cape, Cfp®, Cima®, Aams® Education Details

Frequently Asked Questions about Daniel Cape, Cfp®, Cima®, Aams®

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 the current company?

Daniel Cape, Cfp®, Cima®, Aams®'s current role is President and Founding Partner.

What is Daniel Cape, Cfp®, Cima®, Aams®'s email address?

Daniel Cape, Cfp®, Cima®, Aams®'s email address is dc****@****ail.com

What is Daniel Cape, Cfp®, Cima®, Aams®'s direct phone number?

Daniel Cape, Cfp®, Cima®, Aams®'s direct phone number is +192032*****

What schools did Daniel Cape, Cfp®, Cima®, Aams® attend?

Daniel Cape, Cfp®, Cima®, Aams® attended College For Financial Planning, Cedarville University.

What skills is Daniel Cape, Cfp®, Cima®, Aams® known for?

Daniel Cape, Cfp®, Cima®, Aams® has skills like Microsoft Office, Solidworks, Engineering, Microsoft Word, Cad, Mechanical Engineering, Autocad, Inventor, Powerpoint, Matlab, Sigmanest, Revit.

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