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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 Waukesha, WI

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

The short answer

13 registered advisors work at Dana Investment Advisors Inc. in Waukesha, out of 23 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

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

Every Dana Investment Advisors Inc. advisor →

Dana Investment Advisors Inc. advisors in every city and state →Dana Investment Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Dana Investment Advisors Inc. advisors in other cities

Milwaukee, WI 4Brookfield, WI 2Colorado Springs, CO 1Irving, TX 1Seattle, WA 1Webster Groves, MO 1

Other firms in Waukesha

All Waukesha advisors →

Global View Capital Management LLC 60Morgan Stanley 45Robert W. Baird & Co. Incorporated 44Wells Fargo Clearing Services, LLC 21Ellenbecker Investment Group 20Raymond James & Associates, Inc. 18Edward Jones 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Thrivent Investment Management Inc. 14Osaic Wealth, Inc. 12

Questions

How many financial advisors does Dana Investment Advisors Inc. have in Waukesha?

13 investment adviser representatives are registered at Dana Investment Advisors Inc. offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 23 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Dana Investment Advisors Inc. one of the largest advisor employers in Waukesha?

Dana Investment Advisors Inc. ranks number 12 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 60.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.