Daniel Brook Wanzenberg
Investment adviser representative at Dana Investment Advisors Inc
12 yearsExperience
1 stateRegistered in
$6.1BFirm assets
47 yearsFirm in business
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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
12 years in the industry.
- Dana Investment Advisors, Inc.Apr 2026 to now
- Moody Aldrich Partners, LLCJul 2023 to Apr 2026
- Aps Labs, LLCJan 2019 to Jul 2023
- Belridge Capital, LLCJul 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2524671
- Firm CRD
- 105879