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Robert Glen Leuty

Dana Investment Advisors Inc

Brookfield, WI

CRD 4222598

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Employer firm

Dana Investment Advisors Inc CRD 105879

$6.08B regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Dana Investment Advisors Inc

20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2004-06-25
  • WI RA
    APPROVED
    Since 2004-06-25

Branch Locations

15800 Bluemound Rd, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dana Investment Advisors, Inc. Brookfield WI 09/2002 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-09-26
  • S65 Uniform Investment Adviser Law Examination
    2000-09-26
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER

Nearby Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom

Nearby Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI

More in Brookfield, WI

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