Lori
Salyers
Dana Investment Advisors Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Lori Salyers is a financial advisor operating in Waukesha, Wisconsin with a total of 14 years of industry experience. Salyers is on the advisory team at Dana Investment Advisors Inc. They have worked at Dana Investment Advisors Inc for the entirety of their career. Salyers has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Wisconsin. Dana Investment Advisors Inc is a firm operating out of Waukesha, WI. It handles $4 billion in assets under management between its 3,269 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 92 charities and foundations. Of its 3,269 customer accounts, 33% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial management fees typically vary depending on which services the firm provides the client. Fee types billed by Dana Investment Advisors Inc likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Lori Salyers Work History
Lori has been registered as a financial advisor for 14 years.*
Dana Invesment 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 Lori Salyers 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
