Garrett Brigman has been Vice President, Wealth Management of Dana Investment Advisors since October 2025, is not listed as a control person, but directly owns under 5% of the firm. Garrett Brigman holds a BS in Mechanical Engineering from Marquette University and an MBA from Cardinal Stritch 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.
Garrett J. Brigman is Vice President and Wealth Management Portfolio Manager of Dana Investment Advisors. He joined the firm in April 2022. He has been in the investment industry managing client portfolios since 2017.
Garrett Brigman’s longest registration was 4 years at Legacy Capital Partners, Inc. (2017–2022). Before joining Dana Investment Advisors in 2022, Garrett Brigman was registered through Legacy Capital Partners, Inc.
- Dana Investment Advisors IncCurrent– present · 4 yearsMilwaukee, WI · Adviser representative · Firm CRD 105879
- Legacy Capital Partners, Inc.– · 4 yearsMilwaukee, WI · Adviser representative · Firm CRD 105735
Investment adviser representative registrations
Garrett Brigman is registered as an investment adviser representative in Wisconsin, since June 2022.
- WisconsinSince 1 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Garrett Joseph Brigman
- CRD
- 6838368
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Vice President, Wealth Management
- Office
- 1200 North Mayfair Road, Suite 360, Milwaukee, WI 53226
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Garrett Brigman work?
Garrett Brigman has been Vice President, Wealth Management of Dana Investment Advisors Inc since October 2025.
Is Garrett Brigman a financial advisor?
Yes. Garrett Brigman has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since June 2022.
How many years of experience does Garrett Brigman have?
Garrett Brigman has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has Garrett Brigman passed?
Garrett Brigman passed the Series 65 in July 2017.
Where is Garrett Brigman based?
Garrett Brigman’s registered office is in Milwaukee, WI.
Is Garrett Brigman registered with FINRA?
No. Garrett Brigman has no current broker registration.
How can I verify Garrett Brigman’s record?
Search CRD 6838368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Garrett Brigman’s full registration record.
Mikhail AlkhazovSenior Vice President and Portfolio Manager
Jeffry BrigmanSenior Vice President
William CharcalisManaging Director, Executive Vice President and Senior Portfolio Manager
Gregory DahlmanSenior Vice President
Michael HonkampSenior Vice President
Steven JaegerVice President, Wealth Management
James JanikowskiSenior Vice President
Marc KamberExecutive Vice President
Jay KaunSenior Vice President
Brian LehkySenior Vice President
Sean McLeodSenior Vice President and Portfolio Manager
Lori SalyersVice President - Compliance
Noaman ShariefSenior Vice President
Daniel SieversVice President and Equity Portfolio Manager
Matthew SlowinskiSenior Vice President
David StammSenior Vice President
Michael StewartExecutive Vice President, Chief Compliance Officer
Jerome VeranthExecutive Vice President, Chief Investment Officer
David WeinsteinSenior Vice President and Portfolio Manager
Thomas WickmanSenior Vice President
Robert LeutyDirector of Fixed Income
Mark MirsbergerCEO, COO & Treasurer
James MirsbergerInvestment Advisor Representative
Duane RobertsDirector of Faith and Values-Based Strategies