Shane Morris is a registered investment advisor at Dana Investment Advisors INC, based in Colorado Springs, CO, with 25 years of industry experience. Shane 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
Colorado Springs, CO
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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.
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Shane owns rental property in Denver, CO since 2004, performing maintenance as needed. This activity requires minimal time commitment.
Employment History
Current Registrations
Dana Investment Advisors INC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
Mid Atlantic Capital CorporationBroker
Parsonex Securities, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
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.