Dana Investment Advisors, based in Waukesha, Wisconsin, is ranked No. 6 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $9.5 billion
Accounts Under Management: 1,611
Years in Business: 45
- Accepts clients in all 50 states
- Physical offices in Illinois, Missouri, New York and Wisconsin
- $1 million minimum asset threshold
Leadership and Contact Information:
Mark Mirsberger, chief executive officer
Joe Veranth, chief investment officer
John Mueller, senior vice president, sales and marketing
danainvestment.com
20700 Swenson Drive, Suite 400, Waukesha, WI 53186
(262) 782-3631
