Dana Rose Arvanites
CFP®Why Work With Dana
Financial planning is about more than numbers; it's about helping people align their resources with the life they want to live. My goal is to make the planning process approachable, empowering, and focused on what matters most to each client.
Professional Summary
Dana Rose Arvanites is a registered financial advisor THE DALA GROUP, LLC. Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dana holds a CFP® Certification and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Retirement Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
6 years in the financial services industry
Current & Past Employments
Education
DePaul University
Political Science, BA
Political Science, BA
2010
University of San Francisco
Public Affairs, MA
Public Affairs, MA
2011
Northwestern University
Communications, MA
Communications, MA
2018
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Current Firm
THE DALA GROUP, LLC
Contact Information
Main Address
2800 W. Higgins Rd. Ste. 895, Hoffman Estates, IL 60169Phone Number
(847) 485-0248# of Employees
11SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,080AUM (Assets Under Management)
$265,216,193Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
THE DALA GROUP, LLC
State Registrations and Notice Filings
(3/3/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Dana Rose Arvanites's CRS (Customer Relationship Summary).
Services Offered by Dana
- Tax Planning
- Retirement Planning
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