Daniel Wildermuth

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Advisory, LLC, an institutional fund advisor; Kalos Financial Inc., a broker-dealer representing over $2 billion in assets and over 120 advisors in the United States; and Kalos Management Inc., a money management firm administering over 20 equity and fixed income portfolio strategies for retail and institutional investors. Mr. Wildermuth serves as Chief Investment Officer for both Wildermuth Advisory and Kalos Management.

McGraw-Hill recently published two books outlining his approach to finance: Wise Money: Minimizing Your Risk and Increasing Your Control and How to Keep and Grow Your Retirement Assets. Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and a BS in Engineering from Stanford University.