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Steven Allen Jaeger

Dana Investment Advisors Inc.

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About Steven Allen Jaeger

Steven Jaeger is a financial advisor with over 25 years of experience. Steven is a Certified Financial Planner™ and Chartered Financial Consultant™ professional. Steven is registered with Dana Investment Advisors Inc., a firm that provides financial planning and portfolio management services to individuals, businesses, and institutions. Steven has experience working with clients in a range of industries and is committed to providing personalized financial advice to help clients achieve their goals.

Firm Information

Steven Jaeger 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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Steven Jaeger’s Registration & Firm History

WI

03/02/2021 - Present

Dana Investment Advisors Inc. (WAUKESHA WI)

IL

09/20/2000 - 01/14/2020

M HOLDINGS SECURITIES, INC. (CHICAGO IL)

MA

12/07/1994 - 09/20/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

IL

03/25/1987 - 12/31/1990

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 12/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Allen Jaeger.
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