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David M Stamm

Investment adviser representative at Dana Investment Advisors Inc
19 yearsExperience
1 stateRegistered in
CFADesignation
$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

19 years in the industry.

  1. Dana Investment Advisors IncAug 2007 to now

Designations

  • CFA

Exams passed

No exams in this record.

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
5699945
Firm CRD
105879
Advisor's SEC record (opens in a new tab)
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