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

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175 N Patrick Blvd Ste 100
Brookfield, WI 53045
+1 (262) 641-4100
https://www.ameripriseadvisors.com

Dana Felton is a financial advisor affiliated with Ameriprise Financial Services in Brookfield, WI, offering personalized financial advice to help clients achieve their financial goals. With a range of professional designations, including CFP, AAMS, and AEP, Felton is equipped with extensive knowledge in areas such as investment strategies, estate planning, and retirement planning.

Felton's qualifications also include specialized certifications like the Accredited Investment Fiduciary and Behavioral Financial Advisor, ensuring a comprehensive approach to asset management and decision-making. By applying theoretical concepts to real-life situations, Felton provides tailored financial solutions for individuals, retirees, and small business owners.

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United States›Wisconsin›Brookfield›Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC

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