David Stamm has been Senior Vice President of Dana Investment Advisors since July 2009, is not listed as a control person, but directly owns under 5% of the firm. David Stamm studied BSBA in International Business at Valparaiso 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.
David Stamm is Senior Vice President and Portfolio Manager of Dana Investment Advisors. He joined the firm in August 2007. Earlier he spent three years as a Senior Credit Analyst with Johnson Bank. He has been managing small and large cap equity portfolios since 2000.
- Dana Investment Advisors IncCurrent– present · 16 yearsWaukesha, WI · Adviser representative · Firm CRD 105879
Professional designations
Listed by Dana Investment Advisors
- CFA charterholder
Investment adviser representative registrations
David Stamm is registered as an investment adviser representative in Wisconsin, since July 2010.
- WisconsinSince 30 July 2010
Examinations
No examinations are on David Stamm’s record.
- Full name
- David M Stamm
- CRD
- 5699945
- 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
- July 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does David Stamm work?
David Stamm has been Senior Vice President of Dana Investment Advisors Inc since July 2009.
Is David Stamm a financial advisor?
Yes. David Stamm has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since July 2010.
How many years of experience does David Stamm have?
David Stamm has 16 years in the financial industry, since July 2010, across 1 adviser firm.
Where is David Stamm based?
David Stamm’s registered office is in Waukesha, WI.
Is David Stamm registered with FINRA?
No. David Stamm has no current broker registration.
Is David Stamm a CFA charterholder?
Dana Investment Advisors lists David Stamm with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify David Stamm’s record?
Search CRD 5699945 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Stamm’s full registration record.
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