Daniel Stuart Rhyasen

Employer firm

Nim Wealth Solutions CRD 334754

$117M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2001 → 07/2021
  Franklin Templeton Distributors, Inc.
  San Mateo, CA
• 07/2021 → 02/2025
  Franklin Distributors, Llc
  San Mateo, CA
• 01/2024 → 02/2025
  Putnam Retail Management Lp
  San Mateo, CA
• 09/2025 → Present
  Nim Wealth Solutions Inc.
  San Jose, CA
• 02/2025 → 08/2025
  Superscript
  San Jose, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  1999-05-06