Steven Allen Jaeger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1989 → 01/2020
  M Barrington Corp
  Milwaukee, WI
• 09/2000 → 02/2020
  M Holdings Securities, Inc.
  Portland, OR
• 01/2020 → 02/2020
  The Downey Group
  Chicago, IL
• 02/2021 → Present
  Dana Investment Advisors, Inc.
  Waukesha, WI
• 03/2020 → 01/2021
  Unemployed
  Brookfield, WI

Other Businesses

(1)BOWLERS HEADQUARTERS; 3163 S 92ND ST, MILWAUKEE, WI 53227; 05/01/2017; OWNER; FINANCING PERSON; NOT INVEST RELATED; 2 HOURS/MONTH, 0 HOURS/MONTH DURING BUSINESS HOURS; OWNERSHIP

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant