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DANA INVESTMENT ADVISORS INC

WAUKESHA, WI · CRD 105879 · IAPD ↗ · danainvestment.com · 262-782-3631

$6.08BRegulatory AUM
28Advisory reps
60Employees
38Clients
n/aPlanning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — DANA INVESTMENT ADVISORS INC reported RAUM up 28% ($4.51B -> $5.76B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — DANA INVESTMENT ADVISORS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.