Dillan Robert 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

• 12/2021 → Present
  Ameriprise Financial Services, Llc
  Exton, PA
• 05/2021 → 12/2021
  New York Life Insurance Co.
  Grand Rapids, MI
• 04/2015 → 12/2021
  The Pines Golf Course
  Lake Isabella, MI
• 08/2004 → 05/2017
  Chippewa Hills School District
  Remus, MI
• 08/2017 → 05/2020
  Mid Michigan College
  Mount Pleasant, MI
• 08/2020 → 01/2022
  Northwood University
  Midland, MI

Exams

• S66 Uniform Combined State Law Examination
  2022-07-18

Other Names

• Dillan R Walton