Unclaimed Profile

James William Ivey

DANA INVESTMENT ADVISORS INC·BROOKFIELD, Wisconsin

Clean recordDANA INVESTMENT ADVISORS INC

15800 W. BLUEMOUND RD. SUITE 250, BROOKFIELD, WI 53005CRD# 255754Firm CRD# 105879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Ivey · BROOKFIELD, WI

Registration

CRD #255754 · DANA INVESTMENT ADVISORS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James William Ivey is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with DANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

DANA INVESTMENT ADVISORS INC

AUM

$4.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DANA INVESTMENT ADVISORS INC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 255754

Firm CRD# 105879

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Ivey offer?

James William Ivey specializes in Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.

What are James William Ivey's credentials?

James William Ivey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James William Ivey located?

James William Ivey is based in BROOKFIELD, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.

How does James William Ivey charge for services?

James William Ivey's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DANA INVESTMENT ADVISORS INC?

DANA INVESTMENT ADVISORS INC has approximately 61 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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