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Mark Richard Mirsberger

Dana Investment Advisors Inc.

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About Mark Richard Mirsberger

Mark Richard Mirsberger is a registered investment advisor representative with Dana Investment Advisors Inc. Mark has been in the industry since 12/1991. Mark is licensed to provide investment advice in Wisconsin. Mark has experience in providing investment advice for a variety of client types including individuals, corporations, high-net-worth individuals, state or municipal government entities, pension and profit-sharing plans, charitable organizations and insurance companies.

Firm Information

Mark Mirsberger 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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Mark Mirsberger’s Registration & Firm History

WI

01/01/2025 - Present

Dana Investment Advisors Inc. (WAUKESHA WI)

WI

10/25/1999 - 01/11/2005

CUSTOM RETIREMENT SOLUTIONS, INC. (BROOKFIELD WI)

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Licenses & Designations

BC

Issued 12/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/15/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Richard Mirsberger.
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