Unclaimed
Colton Wicker is a financial advisor with Ameriprise Financial Services, LLC, based in Sac City, IA. Colton holds Series 7 and 66 securities licenses and has been active in the financial services industry since April 2016. Colton is registered in 13 states and is active in both broker-dealer and investment advisor channels. Colton also provides a range of financial advisory services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Colton has been a board member for Wicker since June 2021, which is not investment-related. Ameriprise Financial Services, LLC is headquartered in Minneapolis, MN and has over 140,000 clients nationwide. Ameriprise is registered as an investment advisor and a broker-dealer.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IA
09/21/2017 - Present
Ameriprise Financial Services, LLC (SAC CITY IA)
BOTH
Issued 07/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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