TrueAdvisor
TrueAdvisor
MS
MS

Matthew Robert Slowinski

Dana Investment Advisors INC
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Dana Investment Advisors INC
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

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
September 2010 - Present · 15 yrs 5 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.