Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry J. Brigman is a financial advisor at Dana Investment Advisors Inc. Jeffry has been a registered investment advisor since 2022. Jeffry has over 40 years of experience in the financial services industry, having worked previously at Dean Witter Reynolds Inc. Jeffry is a Certified Financial Planner and specializes in retirement planning, investment management, and wealth preservation strategies.
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
WI
06/01/2022 - Present
Dana Investment Advisors Inc. (Milwaukee WI)
NA
05/18/1981 - 02/05/1990
DEAN WITTER REYNOLDS INC.
BC
Issued 05/28/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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