Alexis Swaney
Investment adviser representative at The Dala Group, LLC
10 yearsExperience
1 stateRegistered in
$265.2MFirm assets
3 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 assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Dala Group, LLCJul 2026 to now
- University of Wisconsin-madison, School of Human-ecologySep 2024 to May 2026
- University of Wisconsin-madisonSep 2022 to May 2026
- The Tree House Child and Family CenterJun 2022 to Sep 2022
- Geneva Lake West Chamber of CommerceMay 2020 to Oct 2020
- Gordy's BoathouseJun 2018 to Aug 2021
- StudentJan 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 8312991
- Firm CRD
- 291828