DH
CFP
DH
CFP

Daniel Earl Holdridge

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
391 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

1200 John Q Hammons Dr., Ste 101A, Madison, WI, 53717

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Wedmont Private Capital
June 2025 - Present · 8 mos
Previous Registrations
Savant Wealth Management
October 2020 - June 2025 · 4 yrs 8 mos
Wipfli Financial Advisors, LLC
September 2016 - February 2020 · 3 yrs 5 mos
State Registrations2 states
TXWI
Advisor
Exams
No exam information available for this advisor.