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Noaman A.q. Sharief

Dana Investment Advisors Inc.

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About Noaman A.q. Sharief

Noaman A.q. Sharief is a financial advisor at Dana Investment Advisors Inc. Noaman has been a registered representative for over 20 years, holding both Series 7 and Series 63 licenses. Noaman is also a registered Investment Advisor Representative in Wisconsin. Noaman has worked for a variety of firms throughout his career, including American Express Financial Advisors Inc. and First Union Securities, Inc.

Firm Information

Noaman Sharief 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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Noaman Sharief’s Registration & Firm History

WI

05/21/2009 - Present

Dana Investment Advisors Inc. (WAUKESHA WI)

MN

08/16/2002 - 10/21/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/16/2002 - 10/21/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MO

02/05/2001 - 11/14/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 06/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Noaman A.q. Sharief.
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