Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M. Stamm is an investment advisor representative at Dana Investment Advisors Inc.. David has been in the industry since August 2007. David is registered with the state of Wisconsin. David has a Chartered Financial Analyst designation. David is affiliated with Dana Investment Advisors Inc. in Waukesha, WI. Dana Investment Advisors Inc. provides advisory services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and pension and profit-sharing plans.
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.
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WI
07/30/2010 - Present
Dana Investment Advisors Inc. (WAUKESHA WI)
Active
Inactive
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