Colton Wicker

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

• 10/2015 → 03/2020
  Ameriprise Financial Services, Inc.
  Sheldon, IA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Sac City, IA

Other Businesses

Board of Directors; Lake View Foundation; Board Member; PO BOX 711, 202 Main Street, Lake View, IA, 51450; Not Investment-Related; 03/21/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2016-07-20

Other Names

• Colton Wicker
• Colton Trent Wicker