Best Investors Account Sign in
Inactive

David Brandt Weinstein

Dana Investment Advisors Inc

Waukesha, WI

Claim This Profile
Current Employers
Dana Investment Advisors Inc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-09-30
  • WI RA
    APPROVED
    Since 2024-09-30

Branch Locations

20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • 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. Waukesha WI 05/2013 09/2018
Dana Investment Advisors, Inc. Waukesha WI 09/2018 01/2021
Dana Investment Advisors, Inc. Waukesha WI 01/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-04
  • S65 Uniform Investment Adviser Law Examination
    2024-09-04
Other Names
  • David B Weinstein

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Waukesha, WI

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor