WebApr 14, 2024 · “This becomes your stress valve,” said Eric Maldonado, CFP, a financial advisor at Aquila Wealth Advisors in San Luis Obispo, California. Maldonado … WebMar 12, 2024 · Elsa Manske joined Dana Investment Advisors in July 2015 and is currently an Administrative Assistant. Elsa graduated from the University of Wiscon sin-Milwaukee with a BA in 2001. She is responsible for management fee billing and preparing client presentations. Elsa enjoys playing the piano, flute, and volleyball, as well as paying for …
Dana Investment
WebDana Investment Advisors is a fee-only advisor in Waukesha, Wisconsin. The firm advises both individual and institutional clients. Its relatively small team manages billions in assets. Dana Investment Advisors Background. Dana was founded in 1980. It became registered with the SEC in 1985. The firm is principally owned by Mark R. Mirsberger and ... WebDana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. … We provide global and regional institutional Consultants and many Wealth Advisors … The foundations of our investment process and risk-controlled portfolio construction … Gregory S. Peters, CFA. Vice President, Client Service and Portfolio Specialist cth-661/w
Jeffry Brigman, CFA® : Financial Planner, Investment Manager in ...
WebOct 6, 2024 · Dana Investment Advisors in Waukesha, Wisconsin, came in at No. 1 on CNBC's list of the top 100 financial advisors in the U.S. for 2024. The firm has more than $7 billion of assets under ... Web23 hours ago · Let the family know you are thinking of them. Passed away peacefully surrounded by his family on April 4, 2024. Jeff was born on July 23, 1950, to Robert and Doris (Steffens) Croatt in ... WebFind 9 listings related to Dana Investment Advisors in Downtown Milwaukee on YP.com. See reviews, photos, directions, phone numbers and more for Dana Investment Advisors locations in Downtown Milwaukee, Milwaukee, WI. cth 670 replacement pen