Kimberly Velasco (CRD# 6400320) is an Investment Advisor Representative working at The Dala Group, LLC in Hoffman Estates, IL and has over 9 years of experience in the finance industry. Kimberly Velasco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Dala Group, LLC | Hoffman Estates, IL | Jan 2024 - Current | < 1 |
| Corient | Itasca, IL | Jul 2023 - Jan 2024 | < 1 |
| Balasa Dinverno Foltz LLC | Itasca, IL | Aug 2018 - Jul 2023 | 4 |
| Wipfli Financial Advisors | Rockford, IL | May 2014 - Jul 2018 | 4 |
| University Of Wisconsin- Madison | Madison, WI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- IL
- TX
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts753ACCOUNTS
-
Average Account Value$169,817
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, IL, TX, WI
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