Daniel Weiss has been Managing Member, Founder of Leach, Bickmore & Weiss Wealth Management since October 2015, is a control person of the firm and directly owns under 5% of it. Daniel Weiss holds a B.B.A. in Finance from the University of Wisconsin-Whitewater.
Leach, Bickmore & Weiss Wealth Management, LLC is a Madison, WI firm with $115M under management, 292 clients and 1 adviser in one office, as of its July 2026 filing.
Dan Weiss is Co-founder, Director of Client Relations of Leach, Bickmore & Weiss Wealth Management, LLC. His work at the firm lets him help people within the communities it serves and teach others to develop healthier financial habits and understandings.
Daniel Weiss’ longest registration is the current one, 10 years at Leach, Bickmore & Weiss Wealth Management since 2015. Before joining Leach, Bickmore & Weiss Wealth Management in 2015, Daniel Weiss was registered through Poehling Capital Management, Inc.
- – present · 10 yearsMadison, WI · Adviser representative · Firm CRD 281302
- Poehling Capital Management, Inc.– · 5 yearsMadison, WI · Adviser representative · Firm CRD 131668
Investment adviser representative registrations
Daniel Weiss is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from October 2015; the most recent is New York, in March 2024.
- New YorkSince 14 March 2024
- TexasResidentSince 1 August 2017
- WisconsinSince 28 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 August 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Justin Weiss
- CRD
- 5826411
- Firm
- Leach, Bickmore & Weiss Wealth Management · CRD 281302
- Role
- Managing Member, Founder
- Office
- 6410 ENTERPRISE LANE, SUITE 120, Madison, WI 53719
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lbw-wealth.com
Where does Daniel Weiss work?
Daniel Weiss has been Managing Member, Founder of Leach, Bickmore & Weiss Wealth Management, LLC since October 2015, and is a control person of the firm.
Is Daniel Weiss a financial advisor?
Yes. Daniel Weiss has a current investment-adviser registration in New York, Texas and Wisconsin, through Leach, Bickmore & Weiss Wealth Management since October 2015.
How many years of experience does Daniel Weiss have?
Daniel Weiss has 16 years in the financial industry, since August 2010, across 2 adviser firms.
What exams has Daniel Weiss passed?
Daniel Weiss passed the Series 65 in August 2010.
Where is Daniel Weiss based?
Daniel Weiss’ registered office is in Madison, WI.
Is Daniel Weiss registered with FINRA?
No. Daniel Weiss has no current broker registration.
How can I verify Daniel Weiss’ record?
Search CRD 5826411 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Weiss’ full registration record.
