Daniel Messmer has been Managing Member of Messmer Capital Advisors since May 2024, is a control person of the firm and directly owns between 50% and 75% of it.
Messmer Capital Advisors LLC is a Milford, OH firm with $130M under management, 218 clients and 2 advisers across 3 offices, as of its September 2026 filing.
Danny Messmer is Managing Partner and Financial Advisor of Messmer Capital, where he is a co-founder. Early in his career, he worked with an institutional asset manager, partnering with financial advisors across the country to deliver portfolio solutions and advanced planning strategies for affluent investors. His work focuses on comprehensive wealth management, retirement income planning, and proactive tax mitigation strategies.
Daniel Messmer’s longest registration was 3 years at Meeder Advisory Services, Inc. (2021–2024). Before joining Messmer Capital Advisors in 2024, Daniel Messmer was registered through Meeder Advisory Services, Inc. and Meeder Asset Management, Inc.
- Messmer Capital Advisors LLCCurrent– present · 2 yearsPowell, OH · Adviser representative · Firm CRD 305387
- Meeder Advisory Services, Inc.– · 3 yearsDublin, OH · Adviser representative · Firm CRD 106814
- Meeder Asset Management, Inc.– · 1 yearDublin, OH · Adviser representative · Firm CRD 105794
Investment adviser representative registrations
Daniel Messmer is registered as an investment adviser representative in Ohio, since July 2024.
- OhioSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 December 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 18 August 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Paul Messmer
- CRD
- 6373614
- Firm
- Messmer Capital Advisors · CRD 305387
- Role
- Managing Member
- Office
- Powell, OH
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- messmercapital.com
Where does Daniel Messmer work?
Daniel Messmer has been Managing Member of Messmer Capital Advisors LLC since May 2024, and is a control person of the firm.
Is Daniel Messmer a financial advisor?
Yes. Daniel Messmer has a current investment-adviser registration in Ohio, through Messmer Capital Advisors since July 2024.
How many years of experience does Daniel Messmer have?
Daniel Messmer has 12 years in the financial industry, since August 2014, across 3 adviser firms.
What exams has Daniel Messmer passed?
Daniel Messmer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Daniel Messmer with the SIE, which began in October 2018.
Where did Daniel Messmer work before Messmer Capital Advisors?
Before Messmer Capital Advisors, Daniel Messmer was registered through Meeder Asset Management, Inc., August 2019 to May 2021.
Where is Daniel Messmer based?
Daniel Messmer’s registered office is in Powell, OH.
Is Daniel Messmer registered with FINRA?
No. Daniel Messmer has no current broker registration.
How can I verify Daniel Messmer’s record?
Search CRD 6373614 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Messmer’s full registration record.
