Daniel James Spellman

Employer firm

Park Capital Management, LLC CRD 158965

$868M regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• 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

• 01/2014 → Present
  Park Capital Management, Llc
  Madison, WI
• 11/2015 → 01/2017
  American Lending Solutions
  Madison, WI
• 07/2017 → 03/2019
  Ups
  Madison, WI

Previous Registrations

• 2005-07-11 → 2009-11-23
  M&I Investment Management Corp.
  Milwaukee, WI

Other Businesses

Wisconsin Chamber Orchestra; Board of Directors Member; Not investment related; 222 W. Washington Ave Suite 460 Madison WI 53703; Description: The mission of the Madison Symphony Orchestra, Inc. is to produce high quality concerts of orchestral, instrumental, vocal, and choral music, to educate and entertain audiences of all ages in the Madison area and beyond, and to advocate music as a universal language of expression and understanding.; 2026-07-01; 0 Hour per month devoted to business during trading hours; 2 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Website address: https://madisonsymphony.org/.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-30
• S63 Uniform Securities Agent State Law Examination
  1999-02-03