AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Mark Richard Mirsberger

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin
Series 6, Series 27, Series 63Clean record34 years registeredDANA INVESTMENT ADVISORS INC
20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 3155055Firm CRD# 105879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Richard Mirsberger · WAUKESHA, WI
Registration
CRD #3155055 · DANA INVESTMENT ADVISORS INC · 34 years registered
Brand Profile
Not yet started
01

Career History

DANA INVESTMENT ADVISORS INC
Jun 1992 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 27
Series 63
Registration record
First registered · June 2, 1992
Years registered · 34
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DANA INVESTMENT ADVISORS INC
CRD 105879 · SEC 801-14828
AUM
$4.5B
Regulatory assets under management
Employees
61
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 Mark

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

Not sure if Mark 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 AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mark Richard Mirsberger offer?
Mark Richard Mirsberger specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Mark Richard Mirsberger's credentials?
Mark Richard Mirsberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Richard Mirsberger located?
Mark Richard Mirsberger 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 Mark Richard Mirsberger charge for services?
Mark Richard Mirsberger'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 →

Other Advisors at DANA INVESTMENT ADVISORS INC

Lori Anne Salyers
WAUKESHA, WI
David M Stamm
WAUKESHA, WI
Michael Christopher Stewart
WAUKESHA, WI
Brian Victor Lehky
WAUKESHA, WI
Duane Rudolph Roberts
WAUKESHA, WI
Ellen Beth Roberts
WAUKESHA, WI

More Advisors in WAUKESHA, Wisconsin

Brian W Eckert
TMFS-MILWAUKEE, LLC·WAUKESHA, WI
Thomas Nathaniel Tuttle
PROVIDENT TRUST COMPANY·WAUKESHA, WI
Timothy Dennis Mcgrath
FINANCIAL SOLUTIONS, LLC·WAUKESHA, WI
Christopher William Mitchell
IAG WEALTH PARTNERS, LLC·WAUKESHA, WI
CFP
Craig Michael Mottl
TMFS-MILWAUKEE, LLC·WAUKESHA, WI
CFP
Dudley James Godfrey
PROVIDENT TRUST COMPANY·WAUKESHA, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (252)MADISON (129)GREEN BAY (65)APPLETON (53)BROOKFIELD (51)MEQUON (32)MIDDLETON (25)NEENAH (23)WAUSAU (21)DE PERE (14)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Request removal of this profile