Matthew Slowinski has been Senior Vice President of Dana Investment Advisors since September 2018, is not listed as a control person, but directly owns under 5% of the firm. Matthew Slowinski holds a BBA in Finance from the University of Wisconsin-Milwaukee and an MBA from Pennsylvania State 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.
Matthew Slowinski is Senior Vice President and Portfolio Manager of Dana Investment Advisors. He joined the firm in March 2008 and has been in the investment industry since 2003. Prior to joining Dana, he worked for Wells Fargo Funds Management Group and Wells Capital Management.
- 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
Matthew Slowinski is registered as an investment adviser representative in Wisconsin, since September 2010.
- WisconsinSince 6 September 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 September 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 October 2004 |
| Series 7 | General Securities Representative Examination | 11 October 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Robert Slowinski
- CRD
- 4772534
- 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
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Matthew Slowinski work?
Matthew Slowinski has been Senior Vice President of Dana Investment Advisors Inc since September 2018.
Is Matthew Slowinski a financial advisor?
Yes. Matthew Slowinski has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since September 2010.
How many years of experience does Matthew Slowinski have?
Matthew Slowinski has 16 years in the financial industry, since September 2010, across 1 adviser firm.
What exams has Matthew Slowinski passed?
Matthew Slowinski has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2004.
Where is Matthew Slowinski based?
Matthew Slowinski’s registered office is in Waukesha, WI.
Is Matthew Slowinski registered with FINRA?
No. Matthew Slowinski has no current broker registration.
Is Matthew Slowinski a CFA charterholder?
Dana Investment Advisors lists Matthew Slowinski with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: MATTHEW SLOWINSKI, CFA biography, danainvestment.com
How can I verify Matthew Slowinski’s record?
Search CRD 4772534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Slowinski’s full registration record.
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