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Daniel Douglas Riek

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin
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20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 3157522Firm CRD# 105879
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About

Daniel Douglas Riek is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with DANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
DANA INVESTMENT ADVISORS INC
DANA INVESTMENT ADVISORS INC
AUM
$4.5B
Regulatory assets under management
Employees
61
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3157522
Firm CRD# 105879
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Douglas Riek offer?
Daniel Douglas Riek specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Daniel Douglas Riek's credentials?
Daniel Douglas Riek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Douglas Riek located?
Daniel Douglas Riek is based in WAUKESHA, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Daniel Douglas Riek charge for services?
Daniel Douglas Riek'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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