Matthew
Slowinski

Dana Investment Advisors Inc

CRD#4772534
Investment Advisor
in Waukesha, WI

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About this Advisor

Matthew Slowinski is a financial advisor based in Waukesha, Wisconsin, working with Dana Investment Advisors Inc. Matthew has previously held a position at Dana Investment Advisors Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Matthew is part of Dana Investment Advisors Inc, which operates out of Waukesha, Wisconsin. The firm has 1 office and 61 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Dana Investment Advisors Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

20700 Swenson Drive, Suite 400
Waukesha, WI 53186-0904

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Dana Investment Advisors Inc Brokerage Details

Total Assets Under Management

$4,505,412,092

WI Average: $2,826,565,184
Total Number of Employees

61

WI Average: 43
Total Number of Accounts

3,327

WI Average: 1,898
Average Account Size

$1,354,197

WI Average: $1,489,234

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

2014 - Present (10 years)

Dana Investment Advisors Inc

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

Matthew Slowinski
Waukesha, WI
Shane Morris
Colorado Springs, CO
Garrett Brigman
Milwaukee, WI
Rocco Fiordelisi
Saint Louis, MO
Sean Mcleod
Waukesha, WI
Brian Lehky
Waukesha, WI
Noaman Sharief
Waukesha, WI
Duane Roberts
Irving, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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