Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gregory Kaster is a registered investment advisor representative with Mentor Capital Management Inc., a firm based in Chicago, Illinois. Daniel is also the owner of Clear Ledger Consulting LLC, a non-investment accounting business based in Chicago. Daniel provides financial planning and portfolio management services to individuals and corporations. Daniel has a Series 65 license and has been working in the industry since 2015.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
08/15/2023 - Present
Mentor Capital Management Inc. (CHICAGO IL)
IA
Issued 08/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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