The Dala Group
The Dala Group is a wealth management firm founded on the simple principle that good stewardship can lead to financial freedom. At The Dala Group, we start with a review of your financial picture. We then partner with you to plan for the unexpected, efficiently manage your investments, and design a blueprint for your future. We will be there each step of the way as you move towards the lifestyle you desire and ultimately, the legacy you want to leave. The Dala Group, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where The Dala Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Dala Group, LLC unless a client service agreement is in place.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
136
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- KV
Kimberly Velasco
Wealth Advisor · Finance & Accounting
EmailPhone - MH
Mike Heatwole
Founder and CEO · General Business & Management
EmailPhone - JB
Jennifer Branscum
Executive Assistant · General Business & Management
EmailPhone - SB
Stacy Bromann
Associate Planner · Finance & Accounting
EmailPhone - TR
Trey Roach
Associate Wealth Advisor · Finance & Accounting
EmailPhone - TM
Tina McMorris Barrile
Wealth Advisor and Investment Analyst · Other
EmailPhone
Showing 6 of 7 verified contacts
Top roles at The Dala Group
7 distinct titles indexed · top 7 shown.
- 1associate planner
- 1associate wealth advisor
- 1executive assistant
- 1founder and ceo
- 1operations specialist
- 1wealth advisor
- 1wealth advisor and investment analyst
Sign up to unlock all 7 contacts at The Dala Group
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