Daniel Caycedo
Advisor at CayDen Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CayDen Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Broomfield, CO 80021
Credentials
ChFC®, Series 63, Series 66
Industry experience
11 years
Daniel Caycedo is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with CayDen Wealth Management in Broomfield, CO, where he has worked since 2019 and also serves as a director for CayDen LLC, providing part-time business consulting and bookkeeping services. His prior experience includes roles at Charles Schwab and other financial firms. CayDen Wealth Management provides investment management and financial planning primarily to individual and high-net-worth clients, along with employee benefit plan and retirement-plan consulting. The firm employs a passive investment approach using diversified index funds and ETFs combined with fundamental analysis, offering tiered service levels and integrating tax preparation services through an affiliated entity.
Based on CayDen Wealth Management
Based on CayDen Wealth Management
$500 to $15,000 one-time financial planning fee
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$350 per hour
$200 to $350 per month ongoing financial planning fee for certain services
Account minimum: $250,000
8181 Arista Place, Suite 100
Broomfield, CO 80021
Colorado · Florida · Nebraska · North Carolina · Texas
CayDen Financial Inc
2025 - Present (1 year)
5280 WEALTH MANAGEMENT LLC dba CayDen Wealth Management
2019 - Present (7 years)
Daniel Alexander Capital
2019 - 2025 (6 years)
Charles Schwab Bank
2016 - 2018 (2 years)
Staffing/Employment Agencies
2015 - 2016 (1 year)
Charles Schwab
2013 - 2018 (5 years)
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Accountant / CPA / tax prep
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Lawyer
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