Dana Felton, Financial Advisor serving the Brookfield, WI area - Ameriprise Advisors

Dana Felton

CFP®

Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Lower financial stress

    Help your employees make informed decisions with an Ameriprise financial wellness program.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Saving for the future

Whether you’re saving for a major purchase or simply meeting today’s needs, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, I can help you achieve your financial goals and adjust to whatever life brings. 

See how to get started with personalized advice

Workplace Education

Why offer a financial wellness program to employees?

More employees than ever before are stressed about their finances which can impact the productivity, engagement and even the health of your employees.1

The Ameriprise financial wellness program is uniquely positioned to enhance your benefits package and offer your employees:

• Financial education

• Tools and resources including access to our exclusive financial wellness website

  • Financial advice

Financial wellness education can help your employees feel more confident about their financial choices and be productive, healthier contributors to their workplace.

1 2020 PWC Employee Financial Wellness survey

My videos

12 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)