Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Business hours
| Monday | 8:00am to 5:00pm |
| Tuesday | 8:00am to 5:00pm |
| Wednesday | 8:00am to 5:00pm |
| Thursday | 8:00am to 5:00pm |
| Friday | 8:00am to 5:00pm |
| Saturday | - |
| Sunday | - |
About us
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.
More info available at FINRA's BrokerCheck website
| Associations | CFP |
| Languages | English |
| Specialties | Retirement Planning Strategies, Investment Management, Tax Planning Strategies, Retirement Income Strategies, Social Security Retirement Benefits, Retirement Plan Distribution, Estate Planning Strategies, Executive Compensation and Benefit Strategies, Business Retirement Plans, Intergenerational Planning, Women's Financial Strategies, Family Finances, Saving for Education, Financial Strategies for LGBTQ Couples and Families, Insurance, Sustainable and Responsible Investing, Charitable Giving |
| Services | Charitable Giving, Domestic Partner Planning, Employee Stock Options |
Featured businesses
13890 Bishops Dr, Ste 130, Brookfield, Wisconsin, 53005
(262) 204-7510
3075 N 124th St, , Brookfield, Wisconsin, 53005
(888) 702-4826
300 North Corporate Drive, Suite 270, Brookfield, Wisconsin, 53045
(262) 648-0450