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Daniel Earl Holdridge

Wedmont Private Capital

Madison, WI

West Chester, PA

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Current Employers
Wedmont Private Capital

26 South Church Street Suite 1A, West Chester, PA 19382 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-16
WI RA APPROVED 2025-06-16
  • TX RA
    APPROVED
    Since 2025-06-16
  • WI RA
    APPROVED
    Since 2025-06-16

Branch Locations

1574 W Broadway Suite 200, Madison, WI 53713 • United States

26 South Church Street Suite 1A, West Chester, PA 19382 • 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
Hewins Financial Advisors, Llc Green Bay WI 05/2016 05/2018
Wipfli Financial Advisors, Llc Green Bay WI 04/2019 01/2020
Savant Wealth Management Madison WI 10/2020 05/2025
Unemployed Green Bay WI 01/2020 10/2020
Wipfli Financial Advisors, Llc Green Bay WI 06/2018 04/2019
Wedmont Private Capital, Llc Madison WI 06/2025 Present
Wedmont Private Capital, Llc Madison WI 06/2025 Present
  • 05/2016 → 05/2018
    Hewins Financial Advisors, Llc
    Green Bay, WI
  • 04/2019 → 01/2020
    Wipfli Financial Advisors, Llc
    Green Bay, WI
  • 10/2020 → 05/2025
    Savant Wealth Management
    Madison, WI
  • 01/2020 → 10/2020
    Unemployed
    Green Bay, WI
  • 06/2018 → 04/2019
    Wipfli Financial Advisors, Llc
    Green Bay, WI
  • 06/2025 → Present
    Wedmont Private Capital, Llc
    Madison, WI
  • 06/2025 → Present
    Wedmont Private Capital, Llc
    Madison, WI
Previous Registrations
  • 2020-10-13 → 2025-06-02
    Savant Wealth Management
    Madison, WI
    Rockford, IL
  • 2016-09-28 → 2020-02-05
    Wipfli Financial Advisors, Llc
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-02
Designations
Other Names
  • Daniel Holdridge
  • Dan Holdridge

View on SEC IAPD

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