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Gregory Alan Dahlman

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin
Unclaimed Profile
20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 2599030Firm CRD# 105879
01

About

Gregory Alan Dahlman 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
View all advisors at DANA INVESTMENT ADVISORS INC →
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# 2599030
Firm CRD# 105879
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Alan Dahlman offer?
Gregory Alan Dahlman specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Gregory Alan Dahlman's credentials?
Gregory Alan Dahlman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Alan Dahlman located?
Gregory Alan Dahlman 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 Gregory Alan Dahlman charge for services?
Gregory Alan Dahlman'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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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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