Michael Stewart is a CFA-designated registered investment advisor at Dana Investment Advisors INC, based in Brookfield, WI, with 30 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,270 clients with $5.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dana Investment Advisors charges a percentage of your portfolio each year. The specific percentage depends on the investment strategy and the amount you invest. Fees are calculated quarterly, based on the value of your investments. The fees may be negotiable for larger accounts. In addition to Dana's fees, you may also incur brokerage and custodial fees.
Location
15800 W. Bluemound Rd. Suite 250, Brookfield, WI, 53005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a life insurance producer for American Equity Life, Allianz Life, and John Hancock. He dedicates minimal time to these activities.
Employment History
Current Registrations
Dana Investment Advisors INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.