Steven
Jaeger
Dana Investment Advisors Inc
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About this Advisor
Steven Jaeger is a certified financial planner and chartered financial consultant based in Waukesha, Wisconsin with a total of 2 years of relevant experience. Jaeger is currently employed by Dana Investment Advisors Inc. Their career trajectory has included roles at M Barrington Corp, M Holdings Securities, Inc, The Downey Group and Dana Investment Advisors, Inc. Jaeger maintains a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in Wisconsin. Dana Investment Advisors Inc is a business that has its headquarters in Waukesha, WI. It manages $4 billion in assets under management across its 3,269 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 92 charities and foundations. Of its 3,269 client accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Dana Investment Advisors Inc performs 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 fee schedules vary depending on the type of financial services. However, fee types billed 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
Steven Jaeger Work History
Steven has been registered as a financial advisor for 2 years.*
Dana Investment Advisors, Inc
The Downey Group
M Holdings Securities, Inc
M Barrington Corp
*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 Steven Jaeger 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.
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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.
