What departments does Discipline Advisors have?

Discipline Advisors has employees across 3 departments including Consultant, Operations, Finance.

What is the largest department at Discipline Advisors?

The largest department at Discipline Advisors is Consultant with 1 employees.

Where are Discipline Advisors employees located globally?

Discipline Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Discipline Advisors's team size changed over time?

Discipline Advisors's team has decreased from approximately 13 to 11 employees based on available data.

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Discipline Advisors Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

Discipline Advisors is a financial services firm specializing in wealth management, based in Mankato, Minnesota. It operates as a DBA of DAI Securities, LLC, with advisory services provided through DAI Wealth, LLC; these affiliated entities collectively offer personalized investment management, trusts and estate planning, and comprehensive wealth planning for high-net-worth individuals and families.

It serves affluent clients seeking integrated guidance and family office support, with the aim of helping them secure their long-term financial well-being. Positioned within the wealth-management segment of the financial services industry, the firm maintains a boutique scale and emphasizes leveraging available resources to meet complex wealth needs.

Discipline Advisors Global Highlights

North America
16

United States Of America
16

Asia
1

India
1

Discipline Advisors's Leadership

J. M.
Chief Executive Officer
Mobile Phone
Email
D. U.
Advisor
Mobile Phone
Email
B. O.
Operations Analyst
Mobile Phone
Email
M. B.
Financial Advisor
Mobile Phone
Email

Discipline Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Consultant
Business
Accounting
Other

Contact profiles from Discipline Advisors

Name

Title

Contact

Location

Last Update

J. M.
Chief Executive Officer
Mobile Phone
Email
Sep 18, 2026
D. U.
Advisor
Mobile Phone
Email
Jun 27, 2026
B. O.
Operations Analyst
Mobile Phone
Email
Oct 21, 2024
M. B.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Discipline Advisors known for?

Discipline Advisors operates in the Financial Services industry. You can contact Discipline Advisors's main corporate office by phone at

+1-800-767-****

. Explore Discipline Advisors's company overview page for more information.

What is Discipline Advisors's most common email format?

Discipline Advisors employees' email format typically follows the pattern of FirstL@disciplineadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Discipline Advisors email formats with LeadIQ.

How many employees does Discipline Advisors have currently?

Discipline Advisors has approximately 13 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Discipline Advisors's key employees and leadership?

As of September 2026, Discipline Advisors's key employees include:

Chief Executive Officer: J. M.
Advisor: D. U.
Operations Analyst: B. O.
Financial Advisor: M. B.

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Discipline Advisors Employee Directory

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