Shane
Morris
Dana Investment Advisors Inc
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About this Advisor
Shane Morris is a financial advisor working out of Colorado Springs, Colorado who has 1 year of industry experience. Morris is an advisor for Dana Investment Advisors Inc. During their career, Morris has held roles at Oppenheimerfunds Distributor, Inc, Parsonex Securities, Inc, Niemann Capital Management, Primerica Financial Services, Dana Investment Advisors, Inc and Mid Atlantic Capital Corporation. Morris maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado. Dana Investment Advisors Inc is a registered investment company operating out of Waukesha, WI. It handles $4 billion in assets under management among its 3,269 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 92 charitable organizations. Of its 3,269 client accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. Dana Investment Advisors Inc has a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Dana Investment Advisors Inc likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dana Investment Advisors Inc Brokerage Details
$4,427,776,044
53
3,269
$1,354,474
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Shane Morris Work History
Shane has been registered as a financial advisor for 1 years.*
Dana Investment Advisors, Inc
Primerica Financial Services
Mid Atlantic Capital Corporation
Parsonex Securities, Inc
Niemann Capital Management
Oppenheimerfunds Distributor, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shane Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dana Investment Advisors Inc
Waukesha, WI
Waukesha, WI
Milwaukee, WI
Saint Louis, MO
Waukesha, WI
Waukesha, WI
Irving, TX
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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