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James Charles Janikowski

Dana Investment Advisors Inc.

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About James Charles Janikowski

James Charles Janikowski is a financial advisor at Dana Investment Advisors Inc. James has been in the industry since 1982. James has a Series 7 and Series 63 license. James has experience working with a variety of clients, including individuals, businesses, and institutions. James' current firm, Dana Investment Advisors Inc. is a Registered Investment Advisor (RIA) with a focus on portfolio management for individuals, businesses, and investment companies. The firm has been in business since 2004. James' previous experience includes roles at U.S. Bancorp Investments, Inc., Firstar Investment Services, Inc., ISFA Corporation, and The Milwaukee Company.

Firm Information

James Janikowski 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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James Janikowski’s Registration & Firm History

WI

06/01/2022 - Present

Dana Investment Advisors Inc. (Milwaukee WI)

WI

02/17/2004 - 10/22/2007

U.S. BANCORP INVESTMENTS, INC. (BROOKFIELD WI)

MN

12/01/2001 - 10/07/2002

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

NJ

01/03/2001 - 12/01/2001

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

NJ

06/03/1988 - 08/18/1999

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

WI

05/08/1985 - 03/22/1988

ISFA CORPORATION (APPLETON WI)

NA

08/26/1982 - 05/02/1985

THE MILWAUKEE COMPANY

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Licenses & Designations

BC

Issued 08/27/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Charles Janikowski.
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