Dana
Cabela

49 Financial

CRD#7576003
Investment Advisor
in Austin, TX

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

916 S Capital Of Texas Highway Suite 2.100
Austin, TX 78746

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

TX Average: $3,042,739,679
Total Number of Employees

103

TX Average: 49
Total Number of Accounts

3,364

TX Average: 2,315
Average Account Size

$168,317

TX Average: $1,314,358

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

2023 - Present (1 year)

49 Wealth Management, LLC

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2022 - 2022 (< 1 year)

Thrivent Advisor Network D/B/A 49 Financial

2021 - 2021 (< 1 year)

Fresh Native

2021 - 2021 (< 1 year)

Vintage Soul

2020 - 2020 (< 1 year)

Lakeview Baptist Church

2019 - 2019 (< 1 year)

Camp Ozark

2018 - 2022 (4 years)

Auburn University

2016 - 2022 (6 years)

Asante Lodging And Events

2014 - 2018 (4 years)

Dripping Springs Hs

Created with Highcharts 6.0.7

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.

Financial Advisors at 49 Financial

Weston Kammer
El Segundo, CA
Cami Engelbert
Austin, TX
Banks Wilson
Austin, TX
Maximilian Hillerbrand
Charlotte, NC
Mitchell Roper
Austin, TX
Jon Webb
Rogers, AR
Chase Carlson
Houston, TX
Michael Defrees
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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