Daniel Wildermuth

Mr. Wildermuth is a 25-plus year veteran of the financial services industry. He currently serves as the CEO of Kalos Financial, the firm he and Carol Wildermuth founded in 2004.

He is recognized as an innovator within the financial services industry and is credited with bringing endowment style investing, previously reserved for the ultra-wealthy, to every day investors.

Daniel’s career has included positions at Morgan Stanley & Co. and UBS. He has also served as a consultant to senior management teams of multinational financial institutions where his insights and recommendations helped them improve services and offerings to investors in North America, Europe, Asia and Australia.

Daniel is a member of the Investment Program Association (IPA) and Alternative & Direct Investment Securities Association (ADISA). He earned an MBA in Finance from the Anderson School at UCLA and a Bachelor’s Degree in Engineering from Stanford University. Daniel holds Series 7, 24, 28, 63 and 66 securities registrations.