Steven Jaeger has been Vice President, Wealth Management of Dana Investment Advisors since October 2025, is not listed as a control person, but directly owns under 5% of the firm. Steven Jaeger holds a BBA in Finance and Management Information Systems from the University of Wisconsin-Milwaukee.
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.
Steve Jaeger is Vice President and Wealth Management Advisor of Dana Investment Advisors. He joined the firm in February 2021. Before joining Dana, he worked for 30 years as a Financial Advisor.
- Dana Investment Advisors IncCurrent– present · 5 yearsWaukesha, WI · Adviser representative · Firm CRD 105879
Professional designations
Listed by Dana Investment Advisors
- Certified Financial Planner
- Chartered Financial Consultant
- Chartered Life Underwriter
Investment adviser representative registrations
Steven Jaeger is registered as an investment adviser representative in Wisconsin, since March 2021.
- WisconsinSince 2 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 1994 |
| Series 7 | General Securities Representative Examination | 6 December 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Allen Jaeger
- CRD
- 1635628
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Vice President, Wealth Management
- Office
- 20700 SWENSON DRIVE, SUITE 400, Waukesha, WI 53186-0904
- Registration
- Investment adviser registration
- In the industry since
- April 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does Steven Jaeger work?
Steven Jaeger has been Vice President, Wealth Management of Dana Investment Advisors Inc since October 2025.
Is Steven Jaeger a financial advisor?
Yes. Steven Jaeger has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since March 2021.
How many years of experience does Steven Jaeger have?
Steven Jaeger has 34 years in the financial industry, since April 1992, across 1 adviser firm.
What exams has Steven Jaeger passed?
Steven Jaeger has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in December 1994. FINRA credited Steven Jaeger with the SIE, which began in October 2018.
Where is Steven Jaeger based?
Steven Jaeger’s registered office is in Waukesha, WI.
Is Steven Jaeger registered with FINRA?
No. Steven Jaeger has no current broker registration.
Is Steven Jaeger a CFP?
Dana Investment Advisors lists Steven Jaeger with the CFP credential (“Certified Financial Planner”) on its website. CFP Board confirms certification status.
How can I verify Steven Jaeger’s record?
Search CRD 1635628 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Jaeger’s full registration record.
Mikhail AlkhazovSenior Vice President and Portfolio Manager
Jeffry BrigmanSenior Vice President
Garrett BrigmanVice President, Wealth Management
William CharcalisManaging Director, Executive Vice President and Senior Portfolio Manager
Gregory DahlmanSenior Vice President
Michael HonkampSenior Vice President
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