Dana Investment Advisors Inc.

Dana Investment Advisors Inc. (CRD# 105879) is a financial advisory firm headquartered in Waukesha, WI. They manage $4,505,412,092 in 3,327 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,505
    MILLION
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Dana Investment Advisors Inc.
Showing 11 - 20 of 21 top financial advisors.
11
Mark R. Mirsberger
CRD#: 3155055
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Mark Mirsberger (CRD# 3155055) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has over 25 years of experience in the finance industry.

12
Duane R. Roberts
CRD#: 4346543
Irving, TX

Duane Roberts (CRD# 4346543) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Irving, TX and has over 24 years of experience in the finance industry.

13
Lori A. Salyers
CRD#: 5682821
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Lori Salyers (CRD# 5682821) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has over 14 years of experience in the finance industry.

14
Noaman A. Sharief
CRD#: 4307027
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Noaman Sharief (CRD# 4307027) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has over 23 years of experience in the finance industry.

15
Matthew R. Slowinski
CRD#: 4772534
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Matthew Slowinski (CRD# 4772534) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has over 19 years of experience in the finance industry.

16
David M. Stamm
CRD#: 5699945
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

David Stamm (CRD# 5699945) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has 1 year of experience in the finance industry.

17
Michael C. Stewart
CRD#: 2631299
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005

Michael Stewart (CRD# 2631299) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Brookfield, WI and has over 28 years of experience in the finance industry.

18
Jerome J. Veranth
CRD#: 4343874
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Jerome Veranth (CRD# 4343874) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has 1 year of experience in the finance industry.

19
Thomas J. Wickman
CRD#: 466176
1200 North Mayfair Road, Suite 360, Milwaukee, WI 53226

Thomas Wickman (CRD# 466176) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

20
Steven A. Jaeger
CRD#: 1635628
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Steven Jaeger (CRD# 1635628) is an Investment Advisor Representative working at Dana Investment Advisors Inc. in Waukesha, WI and has over 29 years of experience in the finance industry.

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