Caden Scott Felts

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

• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Webster City, IA
• 10/2014 → 07/2021
  2Nd St. Emporium
  Webster City, IA
• 05/2017 → Present
  Felts Detailing
  Webster City, IA
• 01/2023 → 03/2023
  Ssbh
  Webster City, IA
• 10/2023 → 02/2024
  Assurance Iq
  Webster City, IA
• 04/2024 → 08/2024
  Torch Dental
  Webster City, IA
• 01/2020 → 05/2021
  Air King Filtration
  Cedar Falls, IA
• 09/2021 → 11/2022
  Mulligans
  Cedar Falls, IA

Other Businesses

Business Ownership; Felts Detailing; Owner; detailing services and product (tools, chemicals, etc.); 925 Walnut St., , Webster City, IA, 50595; Not Investment-Related; 06/01/2017; 10 to 19 hours per month; 0 during trading hours. Outside Employment; The FISH20 Group, LLC; I am a financial advisor.; Manage advisory business; 530 2nd St., , Webster City, IA, 50595; Investment-Related; 01/22/2025; 60 hours per month; 60 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22