Financial advisers in Waukesha, Wisconsin

Adviser profiles

• James HayettOwner and CCOMorgan-Aly Wealth ManagementCRD 1015599
• Steven JaegerVice President, Wealth ManagementDana Investment AdvisorsCRD 1635628
• MSMichael SchelblePresident/Treasurer/DirectorProvident TrustCRD 2353554
• Sean McLeodSenior Vice President and Portfolio ManagerDana Investment AdvisorsCRD 2523250
• James MirsbergerInvestment Advisor RepresentativeDana Investment AdvisorsCRD 2526794
• Gregory DahlmanSenior Vice PresidentDana Investment AdvisorsCRD 2599030
• Brian LehkySenior Vice PresidentDana Investment AdvisorsCRD 3112172
• Mark MirsbergerCEO, COO & TreasurerDana Investment AdvisorsCRD 3155055
• Mikhail AlkhazovSenior Vice President and Portfolio ManagerDana Investment AdvisorsCRD 4141116
• Noaman ShariefSenior Vice PresidentDana Investment AdvisorsCRD 4307027
• Jerome VeranthExecutive Vice President, Chief Investment OfficerDana Investment AdvisorsCRD 4343874
• JHJames HarknessDirector/Chief Executive OfficerProvident TrustCRD 4375804
• TTThomas TuttleVice President/Secretary/DirectorProvident TrustCRD 4611041
• Matthew SlowinskiSenior Vice PresidentDana Investment AdvisorsCRD 4772534
• Lori SalyersVice President - ComplianceDana Investment AdvisorsCRD 5682821
• David StammSenior Vice PresidentDana Investment AdvisorsCRD 5699945
• Daniel SieversVice President and Equity Portfolio ManagerDana Investment AdvisorsCRD 6129746
• Jason BehrOwnerMorgan-Aly Wealth ManagementCRD 6855194
• David WeinsteinSenior Vice President and Portfolio ManagerDana Investment AdvisorsCRD 7982018

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.