Garrett Brigman is a registered investment advisor at Dana Investment Advisors INC, based in Milwaukee, WI, with 8 years of industry experience. Garrett 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
1200 North Mayfair Road, Suite 360, Milwaukee, WI, 53226
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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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Garrett is a member of Bridal Clamps LLC, a Wisconsin registered company that produces and sells accessories for the bridal store industry. He dedicates minimal time to the business, primarily voting on decisions and assisting with initial setup tasks since 2013.
Employment History
Current Registrations
Dana Investment Advisors INC
Previous Registrations
Legacy Capital Partners, INC.
State Registrations1 state
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