MS
CFA
MS
CFA

Michael Christopher Stewart

30 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
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
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Location

15800 W. Bluemound Rd. Suite 250, Brookfield, WI, 53005

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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.

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Other Business ActivitiesSells Insurance

Michael is a life insurance producer for American Equity Life, Allianz Life, and John Hancock. He dedicates minimal time to these activities.

Employment History
Current Registrations
Dana Investment Advisors INC
July 1995 - Present · 30 yrs 7 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.