Gregory Dahlman has been Senior Vice President of Dana Investment Advisors since February 2006, is not listed as a control person, but directly owns under 5% of the firm. Gregory Dahlman holds a BBA in Finance and Economics from the University of Wisconsin-Whitewater.
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.
Greg Dahlman is Senior Vice President and Equity Portfolio Manager of Dana Investment Advisors. He joined the firm in March 2006 and is responsible for equity portfolio management and securities analysis. He has over 14 years of experience managing equity portfolios, including positions at several investment management firms, most recently Associated Wealth Management.
Gregory Dahlman’s longest registration is the current one, 16 years at Dana Investment Advisors since 2009. Before joining Dana Investment Advisors in 2009, Gregory Dahlman was registered through Morgan Dempsey Capital Management LLC.
- Dana Investment Advisors IncCurrent– present · 16 yearsWaukesha, WI · Adviser representative · Firm CRD 105879
- Morgan Dempsey Capital Management LLC– · 1 yearMequon, WI · Adviser representative · Firm CRD 106288
Professional designations
Listed by Dana Investment Advisors
- CFA charterholder
Investment adviser representative registrations
Gregory Dahlman is registered as an investment adviser representative in Wisconsin, since November 2009.
- WisconsinSince 17 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 March 1995 |
| Series 7 | General Securities Representative Examination | 15 March 1995 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory Alan Dahlman
- CRD
- 2599030
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Senior Vice President
- Office
- 20700 Swenson Drive, Suite 400, Waukesha, WI 53186
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Gregory Dahlman work?
Gregory Dahlman has been Senior Vice President of Dana Investment Advisors Inc since February 2006.
Is Gregory Dahlman a financial advisor?
Yes. Gregory Dahlman has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since November 2009.
How many years of experience does Gregory Dahlman have?
Gregory Dahlman has 18 years in the financial industry, since July 2008, across 2 adviser firms.
What exams has Gregory Dahlman passed?
Gregory Dahlman has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in March 1995.
Where did Gregory Dahlman work before Dana Investment Advisors?
Before Dana Investment Advisors, Gregory Dahlman was registered through Morgan Dempsey Capital Management LLC, March 2001 to July 2002.
Where is Gregory Dahlman based?
Gregory Dahlman’s registered office is in Waukesha, WI.
Is Gregory Dahlman registered with FINRA?
No. Gregory Dahlman has no current broker registration.
Is Gregory Dahlman a CFA charterholder?
Dana Investment Advisors lists Gregory Dahlman with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Gregory Dahlman’s record?
Search CRD 2599030 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Dahlman’s full registration record.
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