Shane David Morris
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.Jan 2022 to now
- Primerica Financial ServicesFeb 2019 to Dec 2021
- Mid Atlantic Capital CorporationAug 2017 to Feb 2019
- Parsonex Securities, Inc.Apr 2016 to Jul 2017
- Niemann Capital ManagementMay 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 2986462
- Firm CRD
- 105879