Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean McLeod is a financial advisor registered with Dana Investment Advisors Inc. in Waukesha, Wisconsin. Sean is a Chartered Financial Analyst and has been in the industry since 2011. Sean specializes in providing financial advice and portfolio management for individuals, businesses and investment companies. Sean also specializes in other services like retirement planning, college planning and estate planning.
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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WI
11/30/2021 - Present
Dana Investment Advisors Inc. (WAUKESHA WI)
IA
Issued 07/29/1998
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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