Brian Lehky has been Senior Vice President of Dana Investment Advisors since September 2018, is not listed as a control person, but directly owns under 5% of the firm. Brian Lehky holds a BS in Finance from Marquette University.
Dana Investment Advisors Inc is a Waukesha, WI firm with $6.08B under management, 2,290 clients and 28 advisers across 2 offices, as of its March 2026 filing.
Brian Lehky is Senior Vice President and Fixed Income Portfolio Manager of Dana Investment Advisors. He joined the firm in June 2008 and is responsible for municipal portfolio management and analysis. Before joining Dana, he worked for Stifel, Nicolaus & Company as a Vice President in their Fixed Income Group, and he has nine years of credit analysis experience with a focus on municipal credits.
- Dana Investment Advisors IncCurrent– present · 15 yearsWaukesha, WI · Adviser representative · Firm CRD 105879
Investment adviser representative registrations
Brian Lehky is registered as an investment adviser representative in Wisconsin, since December 2010.
- WisconsinSince 15 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 2010 |
| Series 52 | Municipal Securities Representative Examination | 20 February 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Municipal Securities Representative Examination
- Full name
- Brian Victor Lehky
- CRD
- 3112172
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Senior Vice President
- Office
- 20700 SWENSON DRIVE, SUITE 400, Waukesha, WI 53186-0904
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Brian Lehky work?
Brian Lehky has been Senior Vice President of Dana Investment Advisors Inc since September 2018.
Is Brian Lehky a financial advisor?
Yes. Brian Lehky has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since December 2010.
How many years of experience does Brian Lehky have?
Brian Lehky has 15 years in the financial industry, since December 2010, across 1 adviser firm.
What exams has Brian Lehky passed?
Brian Lehky has passed 2 licensing exams: the Series 52 and Series 65. The earliest, the Series 52, was passed in February 2007.
Where is Brian Lehky based?
Brian Lehky’s registered office is in Waukesha, WI.
Is Brian Lehky registered with FINRA?
No. Brian Lehky has no current broker registration.
How can I verify Brian Lehky’s record?
Search CRD 3112172 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Lehky’s full registration record.
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