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Daniel Paul Messmer

Messmer Capital Advisors LLC

Milford, OH

Powell, OH

CRD 6373614

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Employer firm

Messmer Capital Advisors LLC CRD 305387

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Messmer Capital Advisors Llc

220 Mill Street, Milford, OH 45150 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-07-10
  • OH RA
    APPROVED
    Since 2024-07-10

Branch Locations

220 Mill Street, Milford, OH 45150 • United States

Powell, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meeder Investment Management, Inc. Dublin OH 03/2013 Present
Messmer Capital Advisors Llc Milford OH 07/2024 Present
Previous Registrations
Other Businesses

Rental property ownership. Non-investment related. Owns and manages rental properties located in central Ohio since 2016. Up to five hours per week, none during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-21
  • S66 Uniform Combined State Law Examination
    2020-12-21

View on SEC IAPD

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