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.
Discipline Advisors
STRENGTH comes with DISCIPLINE
Mankato, United States
11 employees
Financial Services, Wealth Management
General Information
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United States Market
Financial Services
About Discipline Advisors
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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