Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial and Investment Services in Brookfield, WI

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Financial and Investment Services

Contact us

Company Website

Store Hours

Monday:
-
Tuesday:
-
Wednesday:
-
Thursday:
-
Friday:
-
Saturday:
Closed
Sunday:
Closed

What we offer

  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options

Location

175 N Patrick Blvd, Ste 100
Brookfield , WI 53045 UNITED STATES

About Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, Dana Lee Felton will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Photos

Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Reviews

Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC 262-641-4100
175 N Patrick Blvd, Ste 100
Brookfield , WI 53045 UNITED STATES
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Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

Associations

    CFP

Specialties

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Sustainable and Responsible Investing
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Intergenerational Planning

Languages

  • English

Detail information

Company name
Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Category
Financial and Investment Services
Rating
Not Rated
Email
dana.l.felton@ampf.com
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Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

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