Our Team

DIS’s comprehensive team of tax advisors, attorneys, Real Estate Brokers and FINRA registered financial consultants provide solid information and analysis backed by years of experience and expertise. We can help you understand the underlying fundamentals of a property and its surrounding market, so that your next investment is motivated by an informed decision.

Click here for a complimentary consultation or call 866-261-0104.

Diversified Investment Strategies (DIS)  - Our Value

“The Team”

Our team consists of qualified professionals with an impressive and proven background of expertise and experience.

BRYAN HAKOLA

General Securities Representative, Series 7  and 63, California Real Estate Broker, BRE #01418459

Bryan is Founder and President of Diversified Investment Strategies. Since 2001, Bryan has provided his clients with a variety of 1031 exchange options. He has a diverse background in the financial services industry and as a General Securities Representative. He holds Series 7 and 63 Licenses. With a family background in real estate investment, it was a natural fit in 2003 for Bryan to also obtain a real estate license. He earned his Real Estate Brokers’ License in 2012. This enabled him to help his clients dispose of appreciated real estate and invest in managed real estate known as and DST’s as well as other residential, commercial and investment real properties. Bryan provides DIS clients clear and concise analysis of properties, development of investment strategies, and he helps them to construct and acquire diversified real estate portfolios.

Due to his extensive stock broker and real estate experience, DIS clients get the benefit of Bryan’s incalculable sphere of influence fueled by relationships developed in both the financial services and real estate arenas. While many brokers only have in-house products and contacts to expose to their clients, DIS clients reap the benefit of Bryan’s experience and knowledge in multiple industries.

An entrepreneur from the age of 12, Bryan started and grew a successful full time business by the time he entered high school. He is driven to succeed and he measures his success by his ability to initiate investment success for his clients. To unwind from his busy career Bryan enjoys cooking, CrossFit training, boating, traveling, racing and restoring cars.

Other Diversified Real Estate Advisors team members are:

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Securities products involving TIC’s and/or DST’s are for accredited investors only (a net worth of greater than 1 million dollars – exclusive of primary residence). Securities products are offered through Concorde Investment Services, LLC, member FINRA/SIPC. Office of supervisory jurisdiction: 19500 Victor Parkway, Suite 550 Livonia, MI 48152. Diversified Investment Strategies and Diversified Real Estate Advisors are independent of Concorde Investment Services, LLC, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. All information provided along with third party sites is for educational purposes only. The material contained herein does not constitute an offer to sell and is not an offer to buy real estate or securities. Such offers are made only by a sponsor’s memorandum, which is always controlling and available to accredited investors only. There are material risks associated with the ownership of real estate, including but not limited to, tenant vacancies, loss of entire principal amount invested, and that potential cash flows, returns, and appreciation are not guaranteed. Past pricing structures may not be indicative of future pricing and may not result in positive returns. Diversified Investment Strategies and Diversified Real Estate Advisors are unaffiliated entities with Concorde Investment Services, LLC. This material is not to be interpreted as tax or legal advice. Past performance and diversification do not guarantee future positive results.  |  Privacy Policy

CONTACT INFO

 

32565 B Golden Lantern, Suite# 245

Dana Point, CA 92629

COPYRIGHT © DIVERSIFIED INVESTMENT STRATEGIES, 2014-15. ALL RIGHTS RESERVED.

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