Duane
Roberts
Dana Investment Advisors Inc
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About this Advisor
Duane Roberts is a chartered financial analyst working in Irving, Texas with 14 years of relevant experience. Roberts is an employee of Dana Investment Advisors Inc. They have spent their entire time as a financial advisor at Dana Investment Advisors Inc. Roberts has a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Texas. Dana Investment Advisors Inc is a business that has its headquarters in Waukesha, WI. It controls $4 billion in total assets between its 3,269 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 92 charitable organizations. Of its 3,269 client accounts, 33% are associated with high-net-worth individuals who have more than $1 million in investable assets. Dana Investment Advisors Inc provides a few 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 largely vary depending on the type of financial services provided. Fees billed 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
Duane Roberts Work History
Duane has been registered as a financial advisor for 14 years.*
Dana Investment Advisors, 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 Duane Roberts 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
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