Discipline Advisors

STRENGTH comes with DISCIPLINE

General Information
Company Name
Discipline Advisors
Founded Year
2006
Location (Offices)
Mankato, United States +1
Founders / Decision Makers
Number of Employees
11
Industries
Financial Services, Wealth Management
Funding Stage
-
Social Media

Discipline Advisors - Company Profile

Discipline Advisors is a wealth management firm established in 2006 with a clear mission of "STRENGTH comes with DISCIPLINE." The company provides personalized, integrated investment strategies and management, trusts and estate planning, wealth planning, and family office support to individuals and families of significant wealth. Their unique approach and unwavering commitment to utilizing all available resources help clients achieve peace of mind related to their future and financial well-being. Discipline Advisors, also known as DAI, operates as a DBA of DAI Securities, LLC in the State of Minnesota. Securities are offered through DAI Securities, LLC, member FINRA/SIPC, while advisory services are offered through DAI Wealth, LLC, an SEC registered Investment Adviser.

Taxonomy: investment strategies, trusts and estate planning, family office support, financial advisory, investment management, retirement planning, financial planning, registered investment adviser, securities, 1031 exchanges, 401(k) solutions

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