Colton Irlbeck (CRD# 7566290) is an Investment Advisor Representative working at Edward Jones in Dakota Dunes, SD and has 1 year of experience in the finance industry.
CRD# 2263538
Ameriprise Financial Services, LLC
CRD# 5148357
Ameriprise Financial Services, LLC
CRD# 4244827
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Dakota Dunes, SD | Dec 2022 - Current | 1 |
| Vision Financial Group | Des Moines, IA | Jun 2022 - Dec 2022 | < 1 |
| Morningside University | Sioux City, IA | Aug 2021 - May 2022 | < 1 |
| Availa Bank | Sioux City, IA | May 2021 - Aug 2021 | < 1 |
| Morningside University | Sioux City, IA | Aug 2020 - May 2021 | < 1 |
| First American Home Warranty | Carroll, IA | Apr 2020 - Aug 2020 | < 1 |
| Morningside University | Sioux City, IA | Aug 2019 - May 2020 | < 1 |
| Denman & Company LLP | Des Moines, IA | Jan 2020 - Apr 2020 | < 1 |
| Jim Tiefenthaler Construction | Breda, IA | May 2019 - Aug 2019 | < 1 |
| Morningside University | Sioux City, IA | Aug 2018 - May 2019 | < 1 |
| Drees Oil Co | Carroll, IA | Jan 2017 - Aug 2018 | 1 |
| Sli Farms Inc. | Templeton, IA | Jan 2012 - Aug 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- SD
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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