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20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-06-01 |
Branch Locations
1200 North Mayfair Road, Suite 360, Milwaukee, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Capital Partners, Inc. | Milwaukee | WI | 01/1990 | 04/2022 |
| Dana Investment Advisors, Inc. | Waukesha | WI | 05/2022 | Present |
This business is not investment related and is not related to my position at Dana. I am 50% owner of Wisconsin Medmark Inc., a firm engaged in Executive Health Care Education and Executive Coaching. My start date was 1/1987 and I am the Non-Compensated Treasurer and oversee accounting and taxes currently done by Sikich Advisory Tax and Audit Services. The company address is 15085 Westover Rd., Elm Grove, WI 53122. I devote approximately 1 hour per quarter after trading hours to this business. - I am a member of LCP Holdco, LLC. LCP Holdco, LLC will receive future payments relative to the sale of Legacy Capital Partners' assets to Dana Investment Advisors and is located at 1200 North Mayfair Road, Milwaukee, WI 53226. LCP Holdco, LLC is not investment related as it is a holding company of members' stock in Legacy Capital Partners. The company was created and I became a member in April of 2022. I devote less than one hour per month to this business, none of which are during securities trading hours, to receive periodic payments to the company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-05-28 |
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