Discipline Advisors Company Profile, Contacts & Intelligence

Financial ServicesMankato, Minnesota, United States12 employees
2 contacts with email or phone data2 with email data1 with phone data
View verified contacts Compare competitors
Employees
12
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
3
Mapped contact coverage

Discipline Advisors Overview

CAPTURING RESULTS THROUGH INNOVATION AND DISCIPLINE Our Services DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance. They serve individuals and families of significant wealth providing personalized, integrated investment strategies and management, trusts and estate planning, wealth planning and family office support. Their unique approach and unwavering commitment to utilize all available resource helps clients achieve peace of mind related to their future and financial well-being. For more information visit www.disciplineadvisors.com. Disclosure Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

Headquarters
Mankato, Minnesota, United States
Website
disciplineadvisors.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Wealth Management 401(k) Solutions 1031 Exchanges

Discipline Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 1 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
3 company-domain emails
Visible contacts using Discipline Advisors's company email domain.
General
2
Executive
1
Sales
1

Discipline Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Joseph Michaletz
Discipline Advisors, Llc
K
Kate Michaletz
Client Relationship Manager
E
N
Nicole Roubik
Manager Client Services at Discipline Advisors
L
Laina Rajala
Accounting Leader at Discipline Advisors, Llc
EP

Discipline Advisors Workforce Composition

Seniority breakdown across 8 visible profiles.

Individual contributor
3
Manager
2
Associate / junior
2
Executive
1

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