Daniel Cape
Daniel Cape is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2345 East Mason Street, Green Bay, WI, 54302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an agent for NGL funeral trusts and provides advisory services to clients through Cape Wealth Advisors LLC, where he is the president. He also provides treatment level foster care with his wife, respite care for a non-profit, manages the books for his wife's design business, and reviews finances for his church.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations37 states
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