Daniel Cape Email & Phone Number
President and Founding Partner @ Lake Edge Wealth Advisors
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Daniel Cape Location
- Green Bay, WI, US
Daniel Cape Work
- President and Founding Partner @ (January 2025 - Present)
- Financial Advisor @ Cape Financial Group, LLC (March 2017 - December 2024)
- Registered Branch Professional @ Cape Financial Group, LLC (March 2017 - December 2017)
- MRP Applications Engineer @ (January 2016 - March 2017)
- Application Engineer @ (May 2015 - January 2016)
- Mechanical Engineer Intern @ (May 2014 - August 2014)
Daniel Cape Education
- College for Financial Planning
Accredited Asset Management Specialist Designation (Financial Planning and Services)
2018-2018 - Cedarville University
Bachelor of Science in Mechanical Engineering (Mechanical Engineering)
2011-2015 - Yale School of Management
Certified Investment Management Analyst - Education Program
2021
Daniel Cape Skills
- Matlab
- Microsoft Office
- Solidworks
- Microsoft Word
- PowerPoint
- Sigmanest
- Lean Manufacturing
- CAD
- Revit
- AutoCAD
- MRP
- Engineering
- Inventor
- Mechanical Engineering
Daniel Cape Summary
- Daniel Cape, based in Green Bay, WI, US, is currently a President and Founding Partner at Lake Edge Wealth Advisors. Daniel Cape brings experience from previous roles at Cape Financial Group, LLC and SigmaTEK Systems. Daniel Cape holds a 2018 - 2018 Accredited Asset Management Specialist Designation in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Matlab, Microsoft Office, Solidworks, Microsoft Word, PowerPoint and more. Daniel Cape has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Lake Edge Wealth Advisors Employees
Daniel Cape
President and Founding Partner
Green Bay, WI, US
Michelle Heise
Client Service Associate
De Pere, WI, US
Frank Cape
Branch Consultant
Green Bay, WI, US
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