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 22 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 17 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 17 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 17 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 22 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 21 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 37 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 28 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 7 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 18 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.