Sean
Mcleod
Dana Investment Advisors Inc
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About this Advisor
Sean Mcleod is a financial advisor based in Waukesha, Wisconsin, working with Dana Investment Advisors Inc. Sean has previously held positions at Dana Investment Advisors, Inc and Northwestern Mutual. Sean has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Sean 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
Services Offered
Fee Structure
Office Location
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Dana Investment Advisors Inc Brokerage Details
$4,505,412,092
61
3,327
$1,354,197
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Sean Mcleod Work History
Dana Investment Advisors, Inc
Northwestern Mutual
Disclosures
Please visit the SEC profile of Sean Mcleod 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
Colorado Springs, CO
Waukesha, WI
Milwaukee, WI
Saint Louis, MO
Waukesha, WI
Irving, TX
Waukesha, WI
Waukesha, WI
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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