Market Commentary

'Market Commentaries' is the long-running series of articles authored by Daniel Wildermuth, President and CEO, Kalos Financial. Mr. Wildermuth shares his in-depth knowledge of the market as it relates to national and international events, and their effects on the investment world. Sign up to receive the monthly updates below.
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Management Team2019-05-10T14:23:30-04:00

Our Team

Daniel Wildermuth

Co-Founder | Chief Executive Officer

Daniel Wildermuth

Co-Founder | Chief Executive Officer

Daniel is the founder and CEO of Kalos Capital, Inc, a registered Broker/Dealer, and Kalos Management Inc., a registered investment advisor. The two Kalos companies have approximately 150 financial advisors and 60 independent offices spread across the continental United States. Daniel is also the founder and Chief Investment Officer (CIO) of the institutional advisory firm, Wildermuth Advisory, LLC and the Chairman of the Board for The Wildermuth Endowment Strategy Fund (WESFX). Many of the equity and fixed income strategies utilized in the fund are the same strategies that Daniel has developed and implemented for individual investors at the Registered Investment Advisor, Wildermuth Asset Management, where he continues to serve as CIO. Daniel is also the founder and CEO of Wildermuth Securities, a distributing broker/dealer that services institutional clients.

Daniel’s unique approach has garnered media coverage from Forbes Magazine, Senior Market Advisor, CNBC, Bravo TV, bankrate.com, Dow Jones Newswire, InvestmentNews, and other financial market news outlets. McGraw-Hill has published two of his books outlining his investment practices (Wise Money: Minimizing Your Risk and Increasing Your Control & How to Keep and Grow Your Retirement Assets) that more fully explain applying unique investment strategies to individual accounts.

Daniel serves on multiple corporate Boards across various industries, and he also serves on several industry and non-profit Boards. He speaks frequently at industry conferences and events and is often quoted as an expert in the fields of the stock market, alternative investments, and the general economy.

For approximately two years, Daniel hosted the popular weekly radio show, Money Talks with Daniel Wildermuth.

Outside of the financial services field, Daniel is also co-founder of VirTeca, LLC an engineering and manufacturing firm that provides advanced package handling solutions for clients worldwide.

He earned an MBA in Finance from Anderson School at UCLA and an undergraduate degree in engineering from Stanford University. He graduated in the top 2 percent and 15 percent of classes, respectively.

Erik Setterlind

Senior Vice President Investment Management

Erik Setterlind

Senior Vice President Investment Management

As Vice President of Wildermuth Asset Management, Erik Setterlind leads operations for all of Kalos’ fee-based business, including third-party money managers available on the Kalos platform and Wildermuth Asset Management. He has more than 17 years of industry experience that includes business development positions at Schwab and E*Trade. He also worked as an equity and derivatives trader for a boutique, Atlanta-based brokerage firm.

Erik earned an MBA from the University of Colorado-Denver and a bachelor’s degree in English from Colorado State University in Fort Collins. He holds Series 7 and 63 securities registrations.

Erik and his wife have three children who are all active in sports year-round, so when he’s not at the office he can usually be found on a court or field somewhere in metro Atlanta. He enjoys reading, writing, and using whatever basketball skills that are left from his aging body.

Kim Tye

Investment Associate

Kim Tye

Investment Associate

An Investment Associate, Kim is responsible for operations in the Kalos Management and Wildermuth Asset Management Departments. She makes sure all the paperwork is in good order and that operations flow smoothly.

She received her BS in Sociology/Criminology from The Ohio State University.

Kim has been with the company with a variety of responsibilities since 2005. Kim has 2 adult children: Sean (28) who was married in October 2018 and Brigid (26) who was engaged December 2018. Kim’s husband Tim was ordained a Deacon of the Roman Catholic Church for the Archdiocesan of Atlanta in early 2019 and currently serves at St. Brigid Catholic Church in Johns Creek. Kim and Tim both graduated form THE Ohio State University so the whole family are huge Buckeye fans. Go Bucks!

Adam Smith

Investment Associate

Adam Smith

Investment Associate

As an Investment Administrator, Adam is responsible for opening and closing accounts, trading for the WAM portfolios, providing analysis for the WAM portfolios, and processing TD/UMA paperwork. He received his bachelor’s degree in Finance from the University of Georgia. Adam holds his Series 7 and Series 66 Licenses.

Outside of the office, Adam enjoys working out, golfing, travelling, watching baseball (Red Sox) and football (UGA and New England), and playing video games. His best travel stories involve playing a round of golf at Torrey Pines, going on Mission Trips to Nicaragua and Costa Rica, and spending St. Patty’s Day in an Irish Pub in Rome. As a fun fact, he is the reigning 3-time Kalos Chili Cook-off champion.

Tammy Vo

Investment Administrator

Tammy Vo

Investment Administrator

As an Investment Administrator, Tammy is responsible for setting up investment accounts and assisting with calculating and processing the quarterly fees paid to our independent investment advisors. She received her bachelor’s in Mathematics from Georgia State University.

After calculating numbers all day, Tammy spends her free time with family and friends, either at the gym, family events or a concert. She loves to travel, especially to the West Coast. Tammy also enjoys doing arts and crafts while watching shows like Family Guy or New Girl.

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