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).

Current Firm Details
20700 Swenson Drive, Suite 400, Waukesha, WI 53186
https://www.facebook.com/danafunds
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 21 - 21 of 21 top financial advisors.
21
Sean McLeod, financial advisor Waukesha WI
Sean A. McLeod
CRD#: 2523250
20700 Swenson Drive, Suite 400, Waukesha, WI 53186

Sean McLeod (CRD# 2523250) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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