DI
DANA INVESTMENT ADVISORS INC
SEC RegisteredWAUKESHA, WIhttps://danainvestment.com262-782-3631
Assets Under Management
$5B–$25B
Employees
60
Office Locations
2 offices
Total Accounts
3979
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPension/Profit Sharing
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 620 | $321M |
| High Net Worth Individuals | 710 | $1.9B |
| Investment Companies | 1 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 41 | $717M |
| State/Municipal Entities | 68 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 11 | — |
| Corporations | 0 | $0 |
38 total clients reported on Form ADV.
Leadership
Jerome Joseph Veranth
EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER
Mark Richard Mirsberger
CEO, COO & TREASURER
Michael Christopher Stewart
EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER
Duane Rudolph Roberts
EXECUTIVE VICE PRESIDENT
Office locations
2 offices in 2 states
WI
WAUKESHAHQ
NY
NEW YORK
Advisors at this firm
8 advisors in the directory
Mikhail I Alkhazov
Investment Adviser Representative
Gregory Alan Dahlman
Investment Adviser Representative
Steven Allen Jaeger
Investment Adviser Representative
Marc Andre Kamber
Investment Adviser Representative
Sean Andrew McLeod
Investment Adviser Representative
Duane Rudolph Roberts
Investment Adviser Representative
Lori Anne Salyers
Investment Adviser Representative
Noaman A.q. Sharief
Investment Adviser Representative
Regulatory & compliance
CRD number
#105879
SEC Number
801-14828
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
danainvestment.comPhone
262-782-3631Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DANA INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.