Thomas D Dale
Investment adviser representative at Releve Financial Group
11 yearsExperience
1 stateRegistered in
$255.6MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Releve' Financial GroupJun 2023 to now
- Grove Point AdvisorsJul 2021 to Jun 2023
- Grove Point Investments, LLCAug 2019 to Jun 2023
- Schumann FinancialAug 2019 to Jun 2023
- University of IllinoisAug 2015 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Releve Financial Group
Legal name: Releve Financial Group, LLC
$255.6MAssets managed
321Clients
4Advisers
9 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
- 6998770
- Firm CRD
- 285243