Brian
Lehky
Dana Investment Advisors Inc
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About this Advisor
Brian Lehky is a financial advisor based in Waukesha, Wisconsin with a total of 13 years of relevant experience. Lehky is an employee of Dana Investment Advisors Inc. They have been employed by Dana Investment Advisors Inc for their entire career. Lehky has a Series 65 license, which qualifies them as an investment advisor representative, and can work in Wisconsin. Dana Investment Advisors Inc is a financial advisory firm operating out of Waukesha, WI. It manages $4 billion in total assets across its 3,269 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 92 charitable organizations. Of its 3,269 accounts, 33% are held by high-net-worth clients who have more than $1 million in assets available to invest. Dana Investment Advisors Inc performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically depend on the type of financial services provided. However, fee types charged by Dana Investment Advisors Inc can include 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
Brian Lehky Work History
Brian has been registered as a financial advisor for 13 years.*
Dana Investment Advisors
*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 Brian Lehky 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
Irving, TX
Waukesha, WI
Waukesha, WI
Waukesha, WI
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