Dana
Cabela
49 Financial
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About this Advisor
Dana Cabela is a financial advisor based in Austin, Texas, working with 49 Financial. Dana has previously held positions at Thrivent Advisor Network D/B/A 49 Financial, Auburn University, Camp Ozark, Lakeview Baptist Church, Fresh Native, Vintage Soul, Asante Lodging And Events, Purshe Kaplan Sterling Investments, Dripping Springs Hs, and 49 Wealth Management, LLC. Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Dana is part of 49 Financial, which operates out of Austin, Texas. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$566,217,984
103
3,364
$168,317
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dana Cabela Work History
49 Wealth Management, LLC
Purshe Kaplan Sterling Investments
Thrivent Advisor Network D/B/A 49 Financial
Fresh Native
Vintage Soul
Lakeview Baptist Church
Camp Ozark
Auburn University
Asante Lodging And Events
Dripping Springs Hs
Disclosures
Please visit the SEC profile of Dana Cabela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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