JV
CFA
JV
CFA

Jerome Joseph Veranth

30 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
2,270 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$5.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Dana Investment Advisors INC
May 1995 - Present · 30 yrs 9 mos
State Registrations15 states
ARAZCACOCTFLILKYLAMAMSNETXWAWI
Advisor
Exams
No exam information available for this advisor.