Dana L. Wales,  CFP<sup>&reg;</sup> - Financial Advisor

Dana L. Wales, CFP®

Senior Financial Advisor

Wales & Associates - Ameriprise Financial Services

505 Pleasant St, Ste 200
Saint Joseph, MI 49085-1269
FINANCIAL ADVISOR'S WEBSITE
(269) 983-7555

General

Dana Wales is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wales & Associates - Ameriprise Financial Services in Saint Joseph, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources