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Lori Anne Salyers

Dana Investment Advisors Inc

Waukesha, WI

CRD 5682821

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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 2009-07-02
  • WI RA
    APPROVED
    Since 2009-07-02

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 Invesment Advisors, Inc. Brookfield WI 02/2007 Present
  • 02/2007 → Present
    Dana Invesment Advisors, Inc.
    Brookfield, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-01
  • S65 Uniform Investment Adviser Law Examination
    2009-07-01
Other Names
  • Lori Anne Heiman

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC

Nearby Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV

Nearby Offices

DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI

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