Dakota J Dzula
Investment adviser representative at &partners
10 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Dakota J Dzula? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- &partnersApr 2025 to now
- Wells Fargo Advisors Financial Network, LLCJul 2023 to Apr 2025
- Wells Fargo Clearing Services, LLCJan 2019 to Jul 2023
- David's BridalSep 2018 to Dec 2018
- Salem SolutionsSep 2018 to Dec 2018
- Tiger Kim's World Class Tae Kwon DoApr 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7458479
- Firm CRD
- 3767