Colton Wicker (CRD# 6577722) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sac City, IA and has over 7 years of experience in the finance industry.
CRD# 2666626
Edward Jones
CRD# 6849080
Edward Jones
CRD# 4198301
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Sac City, IA | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Sheldon, IA | Oct 2015 - Mar 2020 | 4 |
| Financial Studies- Insurance/cfp/series 7 | Lake View, IA | Dec 2013 - Oct 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2016 |
- IA
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Other
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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