Colton William Whitaker
Investment adviser representative at Equitable Advisors, LLC
26 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
26 years in the industry.
- Equitable Advisors, LLCNov 2022 to now
- Miura BoilerAug 2021 to Sep 2022
- Boiler Technologies UnlimitedJul 2021 to Sep 2022
- College Works PaintingFeb 2018 to Jan 2020
- University of Wisconsin WhitewaterSep 2017 to May 2021
- Milwaukee Sprayer Manufacturing Co., Inc.Dec 2016 to Sep 2017
- Quest EngineeringAug 2016 to Dec 2016
- Olde Cedar InnJul 2012 to Sep 2017
- Generac Power SystemsSep 2000 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7669029
- Firm CRD
- 6627