Steven Allen Jaeger
Investment adviser representative at Dana Investment Advisors Inc
37 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$6.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
37 years in the industry.
- Dana Investment Advisors, Inc.Feb 2021 to now
- UnemployedMar 2020 to Jan 2021
- The Downey GroupJan 2020 to Feb 2020
- M Holdings Securities, Inc.Sep 2000 to Feb 2020
- M Barrington CorpSep 1989 to Jan 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (WI).
Dana Investment Advisors Inc
$6.1BAssets managed
2,290Clients
26Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1635628
- Firm CRD
- 105879