Jeffry Brigman has been Senior Vice President of Dana Investment Advisors since May 2022, is not listed as a control person, but directly owns under 5% of the firm. Jeffry Brigman holds a BA in Business Management from the University of Wisconsin.
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.
Jeffry J. Brigman is Senior Vice President and Portfolio Manager of Dana Investment Advisors. He joined the firm in April 2022. He has been in the investment industry since 1981 and has managed equity portfolios since 1990.
Jeffry Brigman’s longest registration was 32 years at Legacy Capital Partners, Inc. (1989–2022). Before joining Dana Investment Advisors in 2022, Jeffry 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.– · 32 yearsMilwaukee, WI · Adviser representative · Firm CRD 105735
Professional designations
Listed by Dana Investment Advisors
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Jeffry Brigman is registered as an investment adviser representative in Wisconsin, since June 2022.
- WisconsinSince 1 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 13 March 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 1981 |
| Series 7 | General Securities Representative Examination | 16 May 1981 |
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffry J Brigman
- CRD
- 731079
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Senior Vice President
- Office
- 1200 North Mayfair Road, Suite 360, Milwaukee, WI 53226
- Registration
- Investment adviser registration
- In the industry since
- December 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Jeffry Brigman work?
Jeffry Brigman has been Senior Vice President of Dana Investment Advisors Inc since May 2022.
Is Jeffry Brigman a financial advisor?
Yes. Jeffry Brigman has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since June 2022.
How many years of experience does Jeffry Brigman have?
Jeffry Brigman has 36 years in the financial industry, since December 1989, across 2 adviser firms.
What exams has Jeffry Brigman passed?
Jeffry Brigman has passed 3 licensing exams: the Series 7, Series 63 and Series 8. The earliest, the Series 7, was passed in May 1981.
Where is Jeffry Brigman based?
Jeffry Brigman’s registered office is in Milwaukee, WI.
Is Jeffry Brigman registered with FINRA?
No. Jeffry Brigman has no current broker registration.
Is Jeffry Brigman a CFP?
Dana Investment Advisors lists Jeffry Brigman with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
Source: Jeffry J. Brigman, CFP® biography, danainvestment.com
How can I verify Jeffry Brigman’s record?
Search CRD 731079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffry Brigman’s full registration record.
Mikhail AlkhazovSenior Vice President and Portfolio Manager
Garrett BrigmanVice President, Wealth Management
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