Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Duane? Claim Your ProfileDuane Roberts is a registered Investment Advisor Representative with Dana Investment Advisors Inc. Duane Roberts has been in the industry since February 2008 and is registered in Texas. Duane Roberts is a Chartered Financial Analyst. Dana Investment Advisors Inc. is based in Waukesha, WI, and has 24 Investment Advisor Representatives and 27 employees who perform investment advisory functions. Dana Investment Advisors Inc. manages approximately $4,505,412,092 in assets for clients.
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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TX
11/10/2009 - Present
Dana Investment Advisors Inc. (IRVING TX)
IA
Issued 03/09/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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