Matthew
Slowinski
Dana Investment Advisors Inc
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About this Advisor
Matthew Slowinski is a financial advisor based in Waukesha, Wisconsin with a total of 13 years of relevant experience. Slowinski is currently employed by Dana Investment Advisors Inc. During their career, Slowinski has held roles at Dana Investment Advisors Inc. Slowinski has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Dana Investment Advisors Inc is a registered investment company operating out of Waukesha, WI. It manages $4 billion in assets under management across its 3,269 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 92 charities and foundations. Of its 3,269 accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services largely are based on which services are offered. Fees billed by Dana Investment Advisors Inc likely 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
Matthew Slowinski Work History
Matthew has been registered as a financial advisor for 13 years.*
Dana Investment Advisors Inc
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 Matthew Slowinski 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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