James Janikowski, financial advisor Milwaukee WI

James Janikowski

CRD Number: 1059080
Current Firm: Dana Investment Advisors Inc.

James Janikowski (CRD# 1059080) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Milwaukee, WI and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Dana Investment Advisors, Inc. Waukesha, WI May 2022 - Current 1
Legacy Capital Partners, Inc. Milwaukee, WI Oct 2007 - Apr 2022 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
Contact Info for James C. Janikowski
Phone Number: 262-782-3631
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,428
    MILLIONS
  • Total Number of Accounts
    3,269
    ACCOUNTS
  • Average Account Value
    $1,354,474
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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