Dana Buska is a registered investment advisor at Feltl Advisors, based in Minnetonka, MN, with 31 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 385 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Feltl Advisors offers investment advice through RBC program accounts. The fee is negotiable but cannot exceed 3% annually. This fee covers the cost of custody and trades executed through RBC. The fee is charged quarterly, based on the account value at the end of the previous quarter. If you close your account mid-quarter, you'll receive a prorated refund.
Location
10900 Wayzata Boulevard, Suite 200, Minnetonka, MN, 55305
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Dana serves as a director for the church foundation of the United Methodist Church. This non-profit activity of religious nature takes a few hours per week.
Employment History
Current Registrations
Feltl Advisors
Feltl & CompanyBroker
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
Dean Witter Reynolds INC.Broker
Nylife Securities INC.Broker
State Registrations16 states
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