Unclaimed
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.
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.
1
2
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
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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