Dlak Wealth Advisors
We are an independent investment advisory firm, which means that we do not provide any proprietary products. We manage clients money in investment solutions based on the needs of the client and not based on potential commissions to be generated. Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and distinguished service. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone:(513) PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America© (Guardian), New York, NY. DLAK Wealth Advisors LLC is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 7435320.1 Exp 1/27
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Verified contacts
15
available on Kipplo
LinkedIn employees
14
1 to 10 range
Open roles
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no listings
Distinct roles
10
indexed titles
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Monthly traffic
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- BR
Brett Roth
VP Private Wealth Manager · Finance & Accounting
EmailPhone - ES
Elliott Singer
Senior Wealth Manager · Finance & Accounting
EmailPhone - AS
Anthony Scassellati
Jr Investment Advisor · Finance & Accounting
EmailPhone - DK
Dana Klepacz
Executive Assistant · General Business & Management
EmailPhone - AC
Arianne Cohen
Vice President & Director of Operations · Operations
EmailPhone - JC
Jennifer Cyrus
Vice President & Director of Operations · Operations
EmailPhone - MR
Matt Ringle
Managing Partner · General Business & Management
EmailPhone - TR
Theresa Roth
Operations Analyst and Digital Media Specialist · Other
EmailPhone
Showing 8 of 15 verified contacts
Top roles at Dlak Wealth Advisors
10 distinct titles indexed · top 10 shown.
- 2jr financial representative
- 2jr investment advisor
- 2operations analyst and digital media specialist
- 2vice president & director of operations
- 11
- 1executive assistant
- 1managing partner
- 1office manager
- 1senior wealth manager
- 1vp private wealth manager
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