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Dana Investment Advisors

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Investment Management Services in Wisconsin

Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. Equity and Fixed Income investment strategies for corporations, endowments, foundations, family offices and individuals. Our objective is straightforward: Deliver consistent excess returns with lower risk and provide clients with exceptional, personal and timely service.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    10 - 49
  • Locations
    Waukesha, WI
  • Year founded
    Founded 1980

1 Locations

  • Waukesha , WI

Service Lines
Financial Advising & Planning
100%
Select Focus Area
Financial Advising & Planning
Wealth & Asset Management
100%
Industries

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Clients

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Pricing Snapshot

Min. project size Undisclosed
Avg. hourly rate Undisclosed
Rating for cost 4.5 /5

Most Common Project Size

> $200,000 based on 1 review
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
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Overall Review Rating

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  • Cost

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  • Willing to Refer

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Dana Investment Advisors Reviews

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Investment Consulting for Small Business

  • Accounting Financial Advising & Planning
  • $1,000,000 to $9,999,999
  • Apr. 2022 - Ongoing
5.0
Quality
4.0
Schedule
4.0
Cost
4.5
Willing to Refer
5.0

"They have good investment ideas."

Apr 29, 2022
IT Specialist, Small Business
Anonymous
  • Other industries
  • Philadelphia, Pennsylvania
  • 1-10 Employees
  • Survey Response

Dana Investment Advisors is a service company’s investment partner.

Showing 1-1 of 1 Reviews

Locations (1)

20700 W Swenson Drive Waukesha, WI, United States 53186

10 - 15

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