Candice Walton

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → 03/2020
  Ameriprise Financial Services, Inc.
  Grand Junction, CO
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Grand Junction, CO

Other Businesses

Real Estate Ownership; Single Family; 2650 N 1st St., #12, , Grand Junction, CO, 81501; Investment-Related; 03/01/2022. Business Ownership; Recreational Storage; shareholder; Storage Facility; 912 W CarthageMeade, KS 67864, , Meade, KS, 67864; Not Investment-Related; 01/01/2010; 0 hours per month; 0 during trading hours / Middle R Farms; shareholder; Farm Land Management; PO Box 309, , Meade, KS, 67864; Not Investment-Related; 03/01/2011; 1 to 9 hours per month; 0 during trading hours / Number 12 LLC; Owner; Vacation Rental; 416 High Pointe Dr, , Grand Junciton, CO, 81507; Not Investment-Related; 07/25/2020; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-02
• S66 Uniform Combined State Law Examination
  2004-07-22

Other Names

• Candice Rae Cottrell
• Candice Rae Walton
• Candice Rae Walton