Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Wickman is a registered investment advisor representative with Dana Investment Advisors Inc., located in Milwaukee, WI. Thomas has been in the industry since 1979. Thomas specializes in retirement planning, college savings, and estate planning. Thomas is a member of LCP Holdco, LLC, a holding company that receives periodic payments related to the sale of Legacy Capital Partners' assets to Dana Investment Advisors.
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
06/01/2022 - Present
Dana Investment Advisors Inc. (Milwaukee WI)
BC
Issued 02/05/1969
Series 1 - Registered Representative Examination
Active
Inactive
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