Dana Lee Wales

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  St Joseph, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  St Joseph, MI

Other Businesses

Independent Insurance Brokering; Blue Cross / Blue Shield of Michigan; 09/01/2005; / Midland National Life Insurance Company; 09/15/2015; . Business Ownership; 505 Properties, Inc.; Own 1/3 of the existing corporation which owns and operates the building in which Wales Wealth Management Group's office exists. I will have voting rights on 1/3 of the shares of the corporation.; Operation of a commercial real estate, multi-tenant, office building with ground floor restaurants.; 505 Pleasant Street Suite 400, , Saint Joseph, MI, 49085; Investment-Related; 01/02/2023; 1 to 9 hours per month; 0 during trading hours / Wales Wealth Management Group, LLC; Owner; Manage Ameriprise Business; 505 Pleasant Street Suite 200, , St. Joseph, MI, 49085; Investment-Related; 01/01/2026; 20 to 39 hours per month; 20 to 39 during trading hours / Wales Tax & Business Services, LLC; Owner; Tax Preparation; 505 Pleasant Street Suite 210, , SAINT JOSEPH, MI, 49085; Not Investment-Related; 07/18/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Corewell Health Foundation Southwest Michigan; Trustee; 1234 Napier Avenue, , Saint Joseph, MI, 49085; Not Investment-Related; 03/15/2012; 1 to 9 hours per month; 1 to 9 during trading hours / Corewell Health South; Director; 1234 Napier Avenue, , Saint Joseph, MI, 49085; Not Investment-Related; 04/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Andrews University; Trustee; 4150 Administration Drive, , Berrien Springs, MI, 49104; Not Investment-Related; 07/01/2009; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-04-08

Designations

Other Names

• Dana Wales