firm profile
Dana Investment Advisors Inc
Overview
Dana Investment Advisors Inc is an SEC registered investment adviser based in Waukesha, WI, registered since 1979. It reports $6.1B in assets under management across 3,979 accounts, with 60 employees. It has 26 investment adviser representatives.
- Reported AUM
- $6.1B
- Discretionary
- 91%
- Accounts
- 3,979
- Average account
- $1.5M
- Employees
- 60
- Advisory reps
- 26
- Registered since
- 1979
- Jurisdictions
- 52
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 25
- Mark Richard Mirsberger Chief Executive Officer, Chief Compliance Officer, Treasurer CRD 3155055
- William George Charcalis Managing Director, Executive Vice President, Senior Portfolio Manager CRD 1294975
- Jerome Joseph Veranth Executive Vice President, Chief Investment Officer CRD 4343874
22 more executive officers, with direct contact details
Advisory reps 3 of 26
- Mikhail I Alkhazov Investment Adviser Rep CRD 4141116
- Garrett Joseph Brigman Investment Adviser Rep CRD 6838368
- Jeffry J Brigman Investment Adviser Rep CRD 731079
23 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 20700 Swenson Dr Ste 400
Waukesha, WI 53186 - County
- Waukesha
- Metro area
- Milwaukee-Waukesha, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: danainvestment.com
Every state, with registration dates
Similar firms near Waukesha
- Provident Trust CompanyWaukesha, WI$6.9B AUM
- Ellenbecker Investment GroupWaukesha, WI$2.1B AUM
- Iag Wealth Partners, LLCWaukesha, WI$1.9B AUM
- Capital Innovations, LLCWaukesha, WI$807M AUM
- Global View Capital Management LLCWaukesha, WI$775M AUM
request a demo
See what we have on Dana Investment Advisors Inc
We'll walk you through the full profile and how to find more firms like this one.