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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Dana Investment Advisors Inc. financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Dana Investment Advisors Inc. office in Wisconsin, by city and A to Z.

The short answer

19 registered advisors work at Dana Investment Advisors Inc. in Wisconsin, out of 23 nationwide; it's the firm's number 1 state by advisors, and the most are in Waukesha (13). 2 list the CFP designation and 0 are also registered broker representatives.

Dana Investment Advisors Inc. advisors by city in Wisconsin

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Waukesha 13Milwaukee 4Brookfield 2

Dana Investment Advisors Inc. advisors in Wisconsin, A to Z

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Questions

How many Dana Investment Advisors Inc. financial advisors are in Wisconsin?

19 investment adviser representatives are registered at Dana Investment Advisors Inc. offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 23 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Dana Investment Advisors Inc. have the most advisors?

Waukesha, with 13, then Milwaukee (4). Dana Investment Advisors Inc. has advisors in 3 cities in Wisconsin.

How do I check a Dana Investment Advisors Inc. advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dana Investment Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.