Kimberly Christine Velasco
Investment adviser representative at The Dala Group, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$265.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Dala Group, LLCJan 2024 to now
- CorientJul 2023 to Jan 2024
- Balasa Dinverno Foltz LLCAug 2018 to Jul 2023
- Wipfli Financial AdvisorsMay 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
The Dala Group, LLC
$265.2MAssets managed
262Clients
9Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6400320
- Firm CRD
- 291828