Daniel Wildermuth is the founder and CEO of the investment brokerage firm Kalos Capital Inc. and the money management firm Kalos Management Inc., which represent over $1 billion in assets in 12,000-plus accounts across 70 branch offices managed by staff of about 300. Kalos Capital provides comprehensive brokerage services including a vast offering of alternative investments, and Kalos Management offers multiple domestic and international equity and fixed-income strategies to financial professionals and individual clients. Mr. Wildermuth serves as Chief Investment Officer for Kalos Management.
His combined firms’ average annual revenue growth over the past five years has exceeded 40 percent. Growth drivers include a national reputation and recognized expertise in training financial professionals how to implement the advanced portfolio strategies covered in Wise Money.
He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.
Daniel continues to work directly with a small group of investors, and he has been awarded The FIVE STAR: Best in Client Satisfaction Wealth Manager Award.
Daniel and his firm have been profiled on CNBC and the Bravo television networks and, most recently, by Forbes magazine for the group’s experience in working with advanced portfolio strategies for individual investors.
At his quarterly training programs he enables financial professionals from across the nation to better serve their clients through applying more advanced portfolio and money management solutions.
He serves as advisor for several different industry conferences, helping them to design and produce conferences best suited to financial professionals who are seeking to improve their individual practices.
For approximately two years, Mr. Wildermuth hosted the popular weekly radio show, Money Talks with Daniel Wildermuth.
He previously authored How to Keep and Grow Your Retirement Assets, which sold approximately 10,000 copies out of his office.
Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.