Douglas Classen, financial advisor Wheaton IL

Douglas Classen

CRD Number: 874218
Current Firm: Dana Investment Advisors Inc.

Douglas Classen (CRD# 874218) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Wheaton, IL and has over 44 years of experience in the finance industry.

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Company Name Location Dates Years
Dana Investment Advisors Brookfield, WI Sep 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1980
S65 NASAA Investment Advisors Law Examination Mar 1992
Contact Info for Douglas W. Classen
Phone Number: 262-782-3631
Registered State(s):
By the Numbers
  • Total Assets Under Management
    4,505
    MILLIONS
  • Total Number of Accounts
    3,327
    ACCOUNTS
  • Average Account Value
    $1,354,197
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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