Dana Michelle McVey is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with NICOLET WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| NICOLET WEALTH MANAGEMENT | 2023-05-22 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2023-01-23 | 2023-05-04 | — |
| LPL FINANCIAL LLC | 2020-06-23 | 2023-02-06 | — |