Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Wayne Classen is an investment advisor representative for Dana Investment Advisors Inc. Classen has been in the industry since 1979. Douglas has experience working with high-net-worth individuals, corporations, and institutions. Classen specializes in portfolio management, financial planning, and investment advisory services. Classen is licensed in Wisconsin. He is also registered with FINRA as a General Securities Representative and holds the Series 7 and Series 63 licenses.
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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2
IL
01/06/2024 - Present
Dana Investment Advisors Inc. (WHEATON IL)
KS
11/05/1998 - 12/31/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
CT
09/16/1996 - 10/01/1998
SOUTHPORT SECURITIES, LLC (STAMFORD CT)
NY
12/20/1993 - 09/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 01/14/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
12/20/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/23/1982 - 11/26/1988
CLAYTON BROWN & ASSOCIATES, INC.
NA
07/22/1982 - 06/21/1985
ELWYN, WILLBERT & HAIG INC.
NA
09/02/1980 - 12/29/1982
GRIFFIN, KUBIK, STEPHENS & THOMPSON, INC.
NA
11/26/1979 - 08/23/1980
CLAYTON BROWN & ASSOCIATES, INC.
IA
Issued 03/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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