Thomas
Wickman

Dana Investment Advisors Inc

CRD#466176
Investment Advisor
in Milwaukee, WI

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About this Advisor

Thomas Wickman is a financial advisor based in Milwaukee, Wisconsin, working with Dana Investment Advisors Inc. Thomas has previously held positions at Legacy Capital Partners, Inc and Dana Investment Advisors, Inc. Thomas is registered to provide services in Wisconsin. Currently, Thomas is part of Dana Investment Advisors Inc, which operates out of Milwaukee, 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.

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

1200 North Mayfair Road, Suite 360
Milwaukee, WI 53226

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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

Thomas Wickman Work History

2022 - Present (3 years)

Dana Investment Advisors, Inc

1979 - 2022 (43 years)

Legacy Capital Partners, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Thomas Wickman 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
Rocco Fiordelisi
Saint Louis, MO
Garrett Brigman
Milwaukee, WI
Sean Mcleod
Waukesha, WI
Duane Roberts
Irving, TX
Brian Lehky
Waukesha, WI
Noaman Sharief
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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