Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
-
175 N Patrick Blvd
, Ste 100
Brookfield, Wisconsin 53045 - (262) 641-4100
- Website
Hours
Chamber Rating
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.
Contact Info
- (262) 641-4100
- [email protected]
- Website
Services
- Charitable Giving
- Domestic Partner Planning
- Employee Stock Options
Languages
- English
Specialities
- 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
Images
Questions & Answers
Q What is the phone number for Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC?
A The phone number for Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC is: (262) 641-4100.
Q Where is Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC located?
A Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC is located at 175 N Patrick Blvd, Ste 100, Brookfield, Wisconsin 53045
Q What is the internet address for Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC?
A The website (URL) for Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC is: https://www.ameripriseadvisors.com/dana.l.felton/
Q How big is Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC?
A Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC employs approximately 20+ people.
Q What days are Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC open?
A Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC is open:
Wednesday: 8:30 AM - 5:00 PM
Thursday: 8:30 AM - 5:00 PM
Friday: 8:30 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Hours
Ratings and Reviews
Dana Lee Felton - Private Wealth Advisor, Ameriprise Financial Services, LLC
Overall Rating
Overall Rating
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