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An Ameriprise Private Wealth Advisory Practice

 
 
Dana Wales Ameriprise Financial Advisor

Dana Wales

CFP®

Senior Financial Advisor

 

 
 
Print Summary

WALES & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

505 Pleasant St
Ste 200
St Joseph, MI 49085-1269
Map (269) 983-7555


License Information

I am licensed and registered to conduct business in MI.

Based on licenses and registrations I hold, I may also conduct business in CT, OH, MO, CA, FL, MA, MT, CO, GA, WA, IL, AZ, IN, KY, TX, NC, KS, WI, VA, NV.

Pay off debt and save

If you're uncomfortable with your level of debt or savings, you're not alone. You may have opportunities to more efficiently structure your debt and make room for savings. Together, we can create an action plan to help you feel more in control.

Market Watch

Market News
  • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.