Investment adviser representative · Maia Wealth
Dale Self
CRD 2782162 · Indianapolis, IN
At a glance
Dale Self is an investment adviser representative with Maia Wealth in Indianapolis, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dale’s SEC record dates to 2003, about 23 years ago.
Current advisory firms
- Maia WealthSince January 2023Indianapolis, IN · $973M in regulatory assets
- Simplicity WealthSince October 2026Summit, NJ · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Dale’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.