Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lehky is an investment advisor representative with Dana Investment Advisors Inc. Brian has been in the industry since 2007. Brian is registered in Wisconsin. Brian earned the Series 65 and Series 52 securities licenses. Brian specializes in providing investment advisory services to individuals, businesses, investment companies, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
01/01/2025 - Present
Dana Investment Advisors Inc. (WAUKESHA WI)
WI
02/21/2007 - 05/29/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MILWAUKEE WI)
IA
Issued 12/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2007
Series 52 - Municipal Securities Representative Examination
Active
Inactive
Not sure Brian Lehky is the right advisor for you? Invested Better is here to help.
