James Charles Janikowski

Dana Investment Advisors INC

17 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Dana Investment Advisors INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

2,270 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$5.8B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

1200 North Mayfair Road, Suite 360, Milwaukee, WI, 53226

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

James is a member of LCP Holdco, LLC, which receives payments from the sale of Legacy Capital Partners' assets. James spends minimal time on this activity, which is not investment-related.

Employment History

Current Registrations

Dana Investment Advisors INC

June 2022 - Present · 3 yrs 8 mos

Previous Registrations

Legacy Capital Partners, INC.

January 2008 - June 2022 · 14 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.