Kimberly Christine Velasco

Employer firm

The Dala Group, LLC CRD 291828

$265M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2018
  Wipfli Financial Advisors
  Rockford, IL
• 08/2018 → 07/2023
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 07/2023 → 01/2024
  Corient
  Itasca, IL
• 01/2024 → Present
  The Dala Group, Llc
  Hoffman Estates, IL

Previous Registrations

• 2022-12-14 → 2024-02-01
  Corient
  Miami, FL
  Itasca, IL
• 2018-10-02 → 2023-03-31
  Balasa Dinverno Foltz Llc
  Itasca, IL
• 2014-09-22 → 2018-07-02
  Wipfli Financial Advisors, Llc
  Rockford, IL
  Milwaukee, WI

Other Businesses

Insurance Licensed Life and Health

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-20

Designations

• Certified Financial Planner

Other Names

• Kimberly C. Nguyen
• Kimberly Christine Nguyen