Investment adviser representative · Dana Investment Advisors Inc.
Shane D. Morris
CRD 2986462 · Colorado Springs, CO
At a glance
Shane D. Morris is an investment adviser representative with Dana Investment Advisors Inc. in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Shane’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Dana Investment Advisors Inc.Since October 2022Colorado Springs, CO · $6.1B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Shane’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.