Dana Investment Advisors Inc.

Dana Investment Advisors Inc. (CRD# 105879) is a financial advisory firm headquartered in Brookfield, WI. They manage $6,626,628,459 in 2,186 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,627
    MILLION
  • Total Number of Accounts
    2,186
    ACCOUNTS
  • Average Account Value
    $3,031,395
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Dana Investment Advisors Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Gregory A. Dahlman
CRD#: 2599030
15800 W. Bluemound Rd, Suite 250, Brookfield, WI 53005
96
Wealthminder
score

Gregory Dahlman (CRD# 2599030) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 21 years of experience in the finance industry.

2
Michael R. Honkamp
CRD#: 4601259
15800 W Bluemound Rd, Suite 250, Brookfield, WI 53005
96
Wealthminder
score

Michael Honkamp (CRD# 4601259) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 16 years of experience in the finance industry.

3
Robert G. Leuty
CRD#: 4222598
15800 Bluemound Rd, Brookfield, WI 53005
96
Wealthminder
score

Robert Leuty (CRD# 4222598) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 16 years of experience in the finance industry.

4
Duane R. Roberts
CRD#: 4346543
Irving, TX
96
Wealthminder
score

Duane Roberts (CRD# 4346543) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Irving, TX and has over 16 years of experience in the finance industry.

5
Michael C. Stewart
CRD#: 2631299
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005
96
Wealthminder
score

Michael Stewart (CRD# 2631299) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 21 years of experience in the finance industry.

6
Nicholas M. Berich
CRD#: 2699843
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005
93
Wealthminder
score

Nicholas Berich (CRD# 2699843) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 20 years of experience in the finance industry.

7
Douglas W. Classen
CRD#: 874218
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005
93
Wealthminder
score

Douglas Classen (CRD# 874218) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 36 years of experience in the finance industry.

8
Rocco J. Fiordelisi
CRD#: 1889128
353 Marshall Avenue, Suite A, Webster Groves, MO 63119
93
Wealthminder
score

Rocco Fiordelisi (CRD# 1889128) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Webster Groves, MO and has over 27 years of experience in the finance industry.

9
Brian V. Lehky
CRD#: 3112172
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005
93
Wealthminder
score

Brian Lehky (CRD# 3112172) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 5 years of experience in the finance industry.

10
Mark R. Mirsberger
CRD#: 3155055
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005
93
Wealthminder
score

Mark Mirsberger (CRD# 3155055) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 17 years of experience in the finance industry.

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