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Dana Investment Advisors Inc.

Headquartered in WAUKESHA, WI

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Firm Information

Dana Investment Advisors Inc. is an investment advisor headquartered in Waukesha, WI. The firm has 24 investment adviser representatives and manages approximately $4.5 billion in assets. Dana Investment Advisors provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.

Dana Investment Advisors Inc.

20700 SWENSON DRIVE, SUITE 400

WAUKESHA, WI 53186-0904

$4.51B

Assets Under Management

35

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (9)

DANA INVESTMENT ADVISORS INC. has a total of 9 branch locations across the country.
location

BROOKFIELD, WI

location

Milwaukee, WI

location

Waukesha, WI

location

WEBSTER GROVES, MO

location

WHEATON, IL

location

WAUKESHA, WI

location

IRVING, TX

location

Colorado Springs, CO

location

SEATTLE, WA

Advisors at Dana Investment Advisors Inc.

View All 20 Advisors
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Michael Richard Honkamp

CFA®, RA

BROOKFIELD, WI

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Thomas J Wickman

RA

Milwaukee, WI

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Rocco Joseph Fiordelisi

RA

WEBSTER GROVES, MO

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Brian Victor Lehky

RA

WAUKESHA, WI

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Jeffry J Brigman

CFP®, RA

Milwaukee, WI

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Noaman A.q. Sharief

RA

WAUKESHA, WI

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Sean Andrew McLeod

CFA®, RA

WAUKESHA, WI

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Unclaimed
Garrett Joseph Brigman

RA

Milwaukee, WI

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Disclosures

There are no public disclosures for Dana Investment Advisors Inc..

Frequently Asked Questions (7)

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