Robert Leuty has been Director of Fixed Income of Dana Investment Advisors since December 2016, is not listed as a control person, but directly owns under 5% of the firm. Robert Leuty holds a BBA in Accounting from the University of Wisconsin-Madison and an MBA in Finance from the University of St. Thomas.
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.
Robert Leuty is Director of Fixed Income and Portfolio Manager of Dana Investment Advisors. He joined the firm in October 2002. He is also an associate member of the Government Finance Officers Association.
- Dana Investment Advisors IncCurrent– present · 22 yearsBrookfield, WI · Adviser representative · Firm CRD 105879
Professional designations
Listed by Dana Investment Advisors
- CFA charterholder
Investment adviser representative registrations
Robert Leuty is registered as an investment adviser representative in Wisconsin, since June 2004.
- WisconsinSince 25 June 2004
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Glen Leuty
- CRD
- 4222598
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Director of Fixed Income
- Office
- 15800 BLUEMOUND RD, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Robert Leuty work?
Robert Leuty has been Director of Fixed Income of Dana Investment Advisors Inc since December 2016.
Is Robert Leuty a financial advisor?
Yes. Robert Leuty has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since June 2004.
How many years of experience does Robert Leuty have?
Robert Leuty has 22 years in the financial industry, since June 2004, across 1 adviser firm.
What exams has Robert Leuty passed?
Robert Leuty passed the Series 65 in September 2000.
Where is Robert Leuty based?
Robert Leuty’s registered office is in Brookfield, WI.
Is Robert Leuty registered with FINRA?
No. Robert Leuty has no current broker registration.
Is Robert Leuty a CFA charterholder?
Dana Investment Advisors lists Robert Leuty with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Robert Leuty’s record?
Search CRD 4222598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Leuty’s full registration record.
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