Colin AtkinsonCRD Number: 6962943
Current Firm: Ameriprise Financial Services, LLC
Colin Atkinson (CRD# 6962943) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has 1 year of experience in the finance industry.
Poulos Advisors, Inc.
Wells Fargo Clearing Services, LLC
Westview Investment Advisors
|Ameriprise Financial Services, LLC||Colchester, VT||Jun 2021 - Current||< 1|
|Premier Banks||Maplewood, MN||May 2020 - Jun 2021||1|
|University Of Minnesota Duluth||Duluth, MN||Aug 2016 - May 2020||3|
|Raymond James||Duluth, MN||May 2019 - Aug 2019||< 1|
|Ameriprise Financial Services, LLC||Burnsville, MN||May 2018 - Aug 2018||< 1|
|University Of Minnesota - Twin Cities||Minneapolis, MN||Aug 2017 - May 2018||< 1|
|Schmelz Countryside||Maplewood, MN||May 2017 - Aug 2017||< 1|
|Schmelz Countryside||Maplewood, MN||May 2016 - Aug 2016||< 1|
|Student||St. Paul, MN||Aug 2003 - Jun 2016||12|
|Schmelz Countryside||Maplewood, MN||May 2015 - Aug 2015||< 1|
|Dairy Queen||Stillwater, MN||May 2014 - Aug 2014||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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