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20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 1995-07-11 |
Branch Locations
15800 W. Bluemound Rd. Suite 250, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana Investment Advisors, Inc | Brookfield | WI | 12/2001 | Present |
| Ohio National Life Insurance | Cincinnati | OH | 12/2001 | Present |
LIFE PRODUCER AMERICAN EQUITY LIFE INS CO 0 PER MNTH/TRADNG; PRODUCER ALLIANZ LIFE 0 MNTH/TRADNG; PRODUCER JOHN HANCOCK 0 MNTH/TRADNG
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-16 |
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