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Gregory Alan Dahlman

Dana Investment Advisors Inc.

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About Gregory Alan Dahlman

Gregory Alan Dahlman is a registered investment advisor representative associated with Dana Investment Advisors Inc. Gregory has been in the industry since March 1995. He is a Chartered Financial Analyst and is registered with the state of Wisconsin. Gregory is experienced in portfolio management for individuals, businesses, and investment companies. The firm's headquarters is located in Waukesha, Wisconsin. Dana Investment Advisors Inc. provides investment advisory services to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Gregory Dahlman is currently registered with Dana Investment Advisors Inc.. Dana Investment Advisors Inc. is an investment advisor headquartered in Waukesha, WI. The firm has 24 investment adviser representatives and manages approximately $4.5 billion in assets. Dana Investment Advisors provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also participates in wrap fee programs.
Dana Investment Advisors Inc.

20700 SWENSON DRIVE, SUITE 400

WAUKESHA, WI 53186-0904

$4.51B

Assets Under Management

35

Total Clients

20

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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Gregory Dahlman’s Registration & Firm History

WI

11/17/2009 - Present

Dana Investment Advisors Inc. (Waukesha WI)

FL

03/16/1995 - 07/05/1995

LEHWALD, OROSEY & PEPE INCORPORATED (BOCA RATON FL)

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Licenses & Designations

BC

Issued 03/17/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Alan Dahlman.
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