Upcoming events

Starboard Financial Group is Proud to Sponsor WOCA for Nancy's Run, Rock & Stroll

CDT

Greenfield Park - Cool Waters Pavilion, 2828 S. 124th St., West Allis, WI 53227

Dana Felton, CFP®, Private Wealth Advisor

Dana Felton, CFP®, Private Wealth Advisor

We are proud to sponsor the Wisconsin Ovarian Cancer Alliance in continuing their mission to provide Education, Support and Funding of Research for Ovarian Cancer throughout Wisconsin.

Register to join our team here! https://runsignup.com/RaceGroups/68025/Groups/1832052

For more information: call us at 262.641.4100

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with plaque design) in the U.S.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

You're Invited! Starboard Financial Group Client Appreciation Event

CDT

New Berlin Hills Golf Course, 13175 W Graham St., New Berlin, WI 53151

Dana Felton, CFP®, Private Wealth Advisor

Sunday, September 14, 2025

(12:15 p.m. to 3:30 p.m. optional Golf Outing)

3:30 p.m. to 6:00 p.m. Main Reception

Reception:

3:30 p.m. Refreshments & hors d’oeuvres

4:00 p.m. Golf Outing prizes

4:30 p.m. Dinner served

5:00 p.m. Greetings from Dana & Team

Please RSVP by Tuesday, September 2nd to StarboardFinancialGroup@ampf.com, text (262) 288 2898, call (262) 641-4100 x116(Gina Russell, Marketing Specialist)

To reserve a spot: call us at 262.641.4100 Ext. 116 or email us at starboardfinancialgroup@ampf.com
RSVP Online

There is no cost or obligation to participate.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.