Colin Bonnett
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCMar 2026 to now
- Bank of America, N.A.Dec 2022 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Mar 2026
- LPL FinancialJul 2019 to Sep 2022
- Iht Wealth Management LLCJun 2019 to Sep 2022
- Crabtree Financial ServicesJan 2019 to Apr 2019
- Iht Wealth ManagementMay 2018 to Aug 2018
- Brassil ConstructionMay 2017 to Aug 2017
- Illinois Wesleyan UniversityAug 2015 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6951414
- Firm CRD
- 6363