Daniel James Spellman
Investment adviser representative at Park Capital Management, LLC
5 yearsExperience
1 stateRegistered in
$868MFirm assets
7 yearsFirm in business
Are you Daniel James Spellman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Park Capital Management, LLCJan 2014 to now
- UpsJul 2017 to Mar 2019
- American Lending SolutionsNov 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
Park Capital Management, LLC
$868MAssets managed
625Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3173952
- Firm CRD
- 158965