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Dana Lee Feick

Riverbridge

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About Dana Lee Feick

Dana Lee Feick is a registered Investment Advisor Representative in Minnesota and has been in the industry since January of 1992. Dana is a Chartered Financial Analyst and holds the Series 65 designation. Dana is currently employed by Riverbridge and provides financial planning, educational seminars, and portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Riverbridge is a Registered Investment Advisor with approximately $7.4 billion in regulatory assets under management.

Firm Information

Dana Feick is currently registered with Riverbridge. Riverbridge is an investment advisor based in Minneapolis, Minnesota. They manage over $7.4 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and state or municipal government entities. Riverbridge offers a range of investment advisory services, including financial planning, portfolio management, and educational seminars. They also participate in wrap fee programs.
Riverbridge

80 SOUTH EIGHTH STREET

MINNEAPOLIS, MN 55402

$7.43B

Assets Under Management

Not reported

Total Clients

19

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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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.

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Dana Feick’s Registration & Firm History

MN

01/07/2014 - Present

Riverbridge (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/05/1993

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Lee Feick.
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