Advisor profile


My approach

Dana Felton - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Dana Felton - My approach photo

Areas of focus

  • 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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • 2004 Bachelor of Business Administration, Finance, University of Wisconsin-Milwaukee

Interests

  • Spending time with my husband, toddler sons, step-children and hosting family gatherings
  • Gardening & tending to my chickens
  • Sailing Lake Michigan
  • Dining around Milwaukee
  • Cooking, wine & entertaining
  • Travel
  • Neighborhood book club reading
  • Biking and jogging

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2017-2021

Previous experience

  • Associate Financial Advisor with the private wealth advisory practice of Carol L. Busche, CFP®, ADPA℠, 2004 - present
  • Paraplanner for Carol L. Busche, CFP®, Ameriprise Financial Services, Inc., 2001 - 2004

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

12020 PWC Employee Financial Wellness survey