Daniel Kenneth Smith

Current Employers

Employment History

• 05/2011 → 06/2017
  Waddell & Reed, Inc
  Germantown, WI
• 11/2011 → 06/2017
  Various Insurance Carriers For W&R Insurance Agencies
  West Bend, WI
• 08/2016 → 06/2017
  Compound Solutions Llc
  West Bend, WI
• 06/2017 → 09/2020
  Wfa Asset Management
  Whitefish Bay, WI
• 09/2020 → Present
  Belpointe Asset Management
  Reno, NV
• 09/2020 → 04/2023
  Belpointe Insurance, Llc
  Greenwich, CT
• 09/2020 → Present
  Twenty-Twenty Wealth & Advisory Partners, Llc
  Germantown, WI

Previous Registrations

• 2017-06-26 → 2020-10-14
  Wfa Asset Management Corp
  Whitefish Bay, WI
• 2011-09-22 → 2017-06-29
  Waddell & Reed
  Waukesha, WI
  Richfield, WI
  Germantown, WI
  Germantown, WI

Other Businesses

1) Smegal, LLC; Investment Related; 2731 S. Shore Drive; Milwaukee, WI 53207; Real Estate Rentals; Partner; 09/2019; approximately 40 Hours per month; 2 Hours during trading hours; 2) The Collaborative Family Law Council of Wisconsin; Non-Investment Related; 1288 Summit Avenue, Suite 107, Oconomowoc, WI 53066; Non Profit Organization; Treasurer; 01/2016; approximately 5 hours per month; 5 hours during trading hours 3) Sycamore Tax Planners and Preparers LLC; Investment Related; W175N11081 Stonewood Dr, Suite 207, Germantown, WI 53022; Tax Preparation and Planning; Owner/Member; 09/2024; approximately 20 hours per month; 8 during trading hours. 4) Twenty-Twenty Wealth Holdings LLC; Investment related; W156N11375 Pilgrim Rd, Germantown, WI 53022; Office Space & Residential Apartments; Owner/Manager; Start 09/2025; approximately 4 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-21

Other Names

• Daniel Smith
• Dan Smith
• Dan Kenneth Smith