Discipline Advisors Employee Directory

Q: How many employees does Discipline Advisors have currently?

Discipline Advisors has approximately 12 employees.

Financial ServicesMinnesota, United States11-50 Employees

CAPTURING RESULTS THROUGH INNOVATION AND DISCIPLINE

Our Services  
DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance. They serve individuals and families of significant wealth providing personalized, integrated investment strategies and management, trusts and estate planning, wealth planning and family office support. Their unique approach and unwavering commitment to utilize all available resource helps clients achieve peace of mind related to their future and financial well-being. For more information visit www.disciplineadvisors.com.

Disclosure
Discipline Advisors is a DBA of DAI Securities, LLC established in the State of Minnesota. Securities offered through DAI Securities, LLC, member FINRA/SIPC.  Advisory services offered through DAI Wealth, LLC, an SEC Registered Investment Adviser.  DAI Securities, LLC and DAI Wealth, LLC are separate, but affiliated, entities.

Find Discipline Advisors employees' phone numbers or email addresses

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
C. M.
Chief Operating Officer
Mobile Phone
Email
L. R.
Accounting Leader
Mobile Phone
Email
N. R.
Manager Client Services, Executive Assistant
Mobile Phone
Email
J. L.
Client Services Manager
Mobile Phone
Email
J. M.
Associate Operations And Marketing Manager
Mobile Phone
Email
D. U.
Advisor
Mobile Phone
Email
M. O.
Advisor
Mobile Phone
Email

Contact profiles from Discipline Advisors

Name

Title

Contact Info

Location

Last Update

B. O.
Operations Analyst
Mobile Phone
Email
Oct 21, 2024
M. R.
Administrative Assistant
Mobile Phone
Email
United StatesKansas
Oct 16, 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. The company's main headquarters is located in 150 Street Andrews Court, Suite 210; you can contact the 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 . 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 12 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Discipline Advisors's key employees and leadership?

As of December 2025, Discipline Advisors's key employees include:

Chief Executive Officer: J. M.
Chief Operating Officer: C. M.
Accounting Leader: L. R.
Manager Client Services, Executive Assistant: N. R.
Client Services Manager: J. L.

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