Daniel Arthur Cape

Current Employers

Employment History

• 08/2006 → 12/2020
  United State Soccer Federation
  Cincinnati, OH
• 05/2015 → 03/2017
  Sigmater Systems Llc
  Cincinnati, OH
• 03/2017 → Present
  Raymond James Financial Services Inc
  Green Bay, WI
• 05/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Green Bay, WI
• 06/2017 → 12/2020
  United States Soccer Federation
  Green Bay, WI
• 03/2017 → 12/2024
  Cape Financial Group
  Green Bay, WI

Other Businesses

(1)Name of Business: Address: 1820 Charles, De Pere, WI, 54115, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 08/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My wife and I provide treatment level foster care to children through a non-profit contracted through the county. We are paid each month directly from the county (tax-free) as a result of us providing care for children in foster care. (2)Name of Business: Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Agent for NGL funeral trusts (3)Name of Business: Cape Wealth Advisors LLC Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide advisory services to clients (4)Name of Business: Lake Edge Wealth Advisors Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 04/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run operations of Lake Edge Wealth and provide financial advice. Provide investment management to clients (5)Name of Business: Noto Designs Address: 1820 charles st, De Pere, WI, 54115, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I keep track of the books for my wife's design business. I also advise on marketing direction. I am not compensated for this role (6)Name of Business: Spring Lake Church Address: 2240 Klondike Rd, Green Bay, WI, 54311, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 03/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review finances of the church on a quarterly basis

Exams

• S66 Uniform Combined State Law Examination
  2017-05-09