Jeffry Brigman is a CFP-designated registered investment advisor at Dana Investment Advisors INC, based in Milwaukee, WI, with 36 years of industry experience. Jeffry 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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Jeffry is a 50% owner and non-compensated treasurer of Wisconsin Medmark Inc., an executive health care education and coaching firm, dedicating minimal time to it. He is also a member of LCP Holdco, LLC, a holding company receiving payments from the sale of Legacy Capital Partners' assets, and spends minimal time on this activity as well.
Employment History
Current Registrations
Dana Investment Advisors INC
Previous Registrations
Legacy Capital Partners, INC.
State Registrations1 state
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