Daniel William Wilson

Employer firm

Aprio Wealth Management, LLC CRD 127333

$4.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 01/2021
  Cedarpoint Investment Advisors
  Wauwatosa, WI
• 01/2021 → 02/2022
  Raymond James Financial Services, Inc
  Delafield, WI
• 01/2021 → 02/2022
  Midlamd States Bank
  Delafield, WI
• 01/2021 → 02/2022
  Raymond James Financial Services Advisors, Inc
  Delafield, WI
• 03/2022 → 03/2025
  Johnson Wealth Inc
  Madison, WI
• 03/2022 → 03/2025
  Johnson Bank
  Madison, WI
• 03/2025 → 09/2025
  Annex Wealth Management, Llc
  Brookfield, WI
• 10/2025 → Present
  Aprio Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2025-04-03 → 2025-09-26
  Annex Wealth Management, Llc
  Brookfield, WI
• 2022-03-23 → 2025-03-11
  Johnson Wealth Inc.
  Madison, WI
• 2021-02-16 → 2022-03-14
  Raymond James Financial Services Advisors, Inc
  Effingham, IL
• 2009-08-21 → 2021-03-10
  Midland Financial Advisors, Inc.
  Delafield, WI
• 2008-02-15 → 2009-09-15
  Voyager Capital Management, Llc
  Lake Geneva, WI
• 2006-09-27 → 2008-02-21
  J.P. Morgan Securities Inc.
  Madison, WI
• 2002-02-14 → 2006-09-27
  Banc One Securities Corporation
  Milwaukee, WI
  Milwaukee, WI
  Chicago, IL
  Madison, WI

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-02-25
• S65 Uniform Investment Adviser Law Examination
  1996-12-20

Designations

• Certified Financial Planner