Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Stewart is an investment advisor representative at Dana Investment Advisors Inc. located in Brookfield, Wisconsin. Michael has been in the financial services industry since 1999. Michael is registered with the state of Wisconsin. Michael Stewart is also a Chartered Financial Analyst. Dana Investment Advisors Inc. has been providing financial planning and investment management services to individuals and businesses since 1999. The firm is a Registered Investment Advisor and offers a variety of services, including portfolio management, financial planning, and retirement planning. Dana Investment Advisors Inc. is committed to providing its clients with the highest quality financial advice and service.
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
07/11/1995 - Present
Dana Investment Advisors Inc. (BROOKFIELD WI)
WI
12/21/2005 - 11/17/2008
THE O.N. EQUITY SALES COMPANY (BROOKFIELD WI)
OH
02/13/2002 - 11/29/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
MA
01/18/2001 - 02/12/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
WI
10/25/1999 - 01/02/2001
CUSTOM RETIREMENT SOLUTIONS, INC. (BROOKFIELD WI)
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Stewart is the right advisor for you? Invested Better is here to help.
