Unclaimed Profile

Lori Anne Salyers

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin

Series 65Clean record17 years registeredDANA INVESTMENT ADVISORS INC

20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 5682821Firm CRD# 105879

Profile Verification

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

Identity

Lori Anne Salyers · WAUKESHA, WI

Registration

CRD #5682821 · DANA INVESTMENT ADVISORS INC · 17 years registered

Brand Profile

Not yet started

Career History

DANA INVESTMENT ADVISORS INC

Jul 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 2, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DANA INVESTMENT ADVISORS INC

CRD 105879 · SEC 801-14828

AUM

$4.5B

Regulatory assets under management

Employees

3,327 client accounts

Services offered by DANA INVESTMENT ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at DANA INVESTMENT ADVISORS INC →

Introduction

Speak with Lori

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lori is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WAUKESHA?

Browse all registered financial advisors in WAUKESHA, Wisconsin or claim this profile if it's yours.

Browse WAUKESHA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lori Anne Salyers offer?

Lori Anne Salyers specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.

What are Lori Anne Salyers's credentials?

Lori Anne Salyers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori Anne Salyers located?

Lori Anne Salyers 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 Lori Anne Salyers charge for services?

Lori Anne Salyers'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →