Our Team2019-03-08T17:09:02+00:00
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Our Team

Wildermuth Asset Management Atlanta Our Team Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Wildermuth Asset Management Atlanta Our Team popup Daniel Wildermuth

Daniel Wildermuth

Chief Executive Officer & Chief Investment Officer

Daniel Wildermuth is the founder and CEO of multiple financial services firms including Wildermuth Advisory, LLC, an institutional fund advisor; Wildermuth Securities, a fund distribution brokerage firm; and Wildermuth Asset Management, a money management firm administering over 20 equity, fixed income and alternative portfolio strategies and investment solutions for retail and institutional investors, but he has no prior experience managing a publicly registered, closed-end fund.

Mr. Wildermuth serves as Chief Investment Officer for Wildermuth Advisory and Wildermuth Asset Management.

Over the past 25 years, Mr. Wildermuth has been a pioneer in the adaption of the Endowment Investment approach to the needs of individual investors. Daniel’s success and unique approach has garnered media coverage from Barron’s, Investment News, Forbes Magazine, Family Office Magazine, CNBC, Bravo TV, Dow Jones Newswire, and other financial market news outlets.

McGraw-Hill has published his two books outlining the approach (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explains applying the strategy to individual accounts.

In his monthly newsletter, he comments on markets and potential future directions is syndicated nationally by news services and advisors. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of alternative investments, the stock market, and the general economy.

Mr. Wildermuth earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Wildermuth Asset Management Atlanta Our Team Carol Wildermuth

Carol Wildermuth

Chief Operating Officer

Wildermuth Asset Management Atlanta Our Team popup Carol Wildermuth

Carol Wildermuth

Chief Operating Officer

Carol Wildermuth has over 30 years of experience in financial services and has founded multiple financial firms. She currently serves as the Chief Financial Officer of Wildermuth Advisory and President of Wildermuth Securities, the distributor for the Wildermuth Endowment Fund.

She also serves as a board member on the Wildermuth Endowment Fund.

Prior to founding the companies, she supervised the Private Client Division of Lehman Brother’s Southeast Asia branch, with offices in Hong Kong and Singapore. Ms. Wildermuth graduated from Pacific Lutheran University with a B.A. in Economics.

Wildermuth Asset Management Atlanta Our Team Erik Setterlind

Erik Setterlind

Vice President

Wildermuth Asset Management Atlanta Our Team popup Erik Setterlind

Erik Setterlind

Vice President

As Vice President of Wildermuth Asset Management, Erik Setterlind leads operations for all of Kalos’ fee-based business, including third-party money managers available on the Kalos platform and Kalos’ proprietary managed money products.

He has more than 15 years of industry experience that includes business development positions at Schwab and E*Trade. He also worked as an equity and derivatives trader for a boutique, Atlanta-based brokerage firm.

Erik earned an MBA from the University of Colorado-Denver and a bachelor’s degree in English from Colorado State University in Fort Collins. He holds Series 7 and 63 securities registrations.

Wildermuth Asset Management Atlanta Our Team Adam Smith

Adam Smith

Public Equity and Fixed Income Team

Wildermuth Asset Management Atlanta Our Team popup Adam Smith

Adam Smith

Public Equity and Fixed Income Team

As a member of the public equity and fixed income team, Adam Smith analyzes security and sector performance; assesses comparative strategy and sector returns; and interprets index and strategy tracking divergence.

He also advises the team on individual security and sector trading volume and provides recommendations on how to best optimize trading practices. Adam graduated from The University of Georgia with a B.S. in Finance and holds his Series 7 and Series 66 Licenses.

Wildermuth Asset Management Atlanta Our Team Dan Meehan

Dan Meehan

Senior Vice President of Business Development

Wildermuth Asset Management Atlanta Our Team Dan Meehan

Dan Meehan

Senior Vice President of Business Development

After eight years in practice as a financial advisor and branch manager, Dan Meehan moved into recruiting, business development and institutional sales roles for firms such as Raymond James and TD Ameritrade. Serving in a business development role at Wildermuth Asset Management, he is responsible for implementing the growth strategy to attract new financial advisors to the firm.

Additionally, Dan is a member of the Alternative & Direct Investment Securities Association (ADISA). He earned a bachelor’s degree in Philosophy from State University of New York at Buffalo. Dan holds Series 7, 63, 65, and 24 securities registrations.

Wildermuth Asset Management Atlanta Our Team John Williams

John Williams

Chief Compliance Officer

Wildermuth Asset Management Atlanta Our Team popup John Williams

John Williams

Chief Compliance Officer

As Chief Compliance Officer, John Williams manages the firm’s compliance program for both the broker-dealer and Registered Investment Advisor.

He is responsible for directing the Firm’s compliance and licensing operations, ensuring compliance with current SEC, FINRA and state rules and regulations, conducting branch examinations, monitoring Firm and advisor licensing, and creating and managing supervisory processes.

He has more than 30 years of industry experience, with the majority of his experience being compliance related. Before joining Kalos, John served as a Managing Director at Bear Stearns, Head of International Operations & Compliance at Smith Barney in Sydney, Australia, and held compliance-related positions with Banc of America Securities and Paine Webber/UBS.

John holds a bachelor of science degree in Financial Management from Clemson University and Series 3, 4, 7, 12, 14, 24, 53, 63, and 65 securities registrations.