Colin Watkins (CRD# 6266894) is an Investment Advisor Representative working at Waypoint Capital Advisors, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry. Colin Watkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waypoint Capital Advisors LLC | Minneapolis, MN | Oct 2018 - Current | 5 |
| Waypoint Capital Advisors | Minneapolis, MN | Oct 2018 - Current | 5 |
| Carlson Capital Management | Bloomington, MN | Jun 2016 - Sep 2018 | 2 |
| M Holdings Securities, Inc. | Portland, OR | Jun 2014 - Jun 2016 | 2 |
| Viaforte, Inc. | Bloomington, MN | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2014 |
- MN
-
Total Assets Under Management950MILLIONS
-
Total Number of Accounts719ACCOUNTS
-
Average Account Value$1,321,194
- 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
AZ, CA, MN, NH, TX
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