DANA INVESTMENT ADVISORS INC

20700 Swenson Drive, Suite 400
Waukesha, Wisconsin 53186-0904
Tel: 262-782-3631

About DANA INVESTMENT ADVISORS INC

DANA INVESTMENT ADVISORS INC, formally registered with the SEC as DANA INVESTMENT ADVISORS INC. The firm was established in 09/21/1979. They have over 2 offices throughout the country.

DANA INVESTMENT ADVISORS INC is a Waukesha, Wisconsin based Financial Planning firm with nearly $4,505,412,092 assets under management, offering retirement planning & investment advisory services to 3327 clients. The firm is staffed with 61 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105879
SEC#	801-14828
Assets Managed by Firm	$4,505,412,092
No. of Clients	3327
No. of Advisors	61

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3327	$4,505,412,092
Individuals (other than high net worth individuals)	586	$245,652,203
High net worth individuals	741	$1,522,152,923
Pension and profit sharing plans	26	$281,222,103
Charitable organizations	69	$404,746,179
Corporations or other businesses	115	$689,090,039

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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