Dana Wales, CFP
Wales Wealth Management Group
Certified Financial Planner in Saint Joseph, MI
Address:505 Pleasant St Ste 200
Saint Joseph, MI 49085
About Dana Wales
Dana Wales is a financial professional at Wales Wealth Management Group located in Saint Joseph, Michigan. Dana Wales holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Dana Wales provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Dana Wales505 Pleasant St Ste 200
Saint Joseph, MI 49085
Phone Number:
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Website:
http://www.danawales.com
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