Colton Valchuis
Investment adviser representative at Ameriprise Financial Services, LLC
16 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 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
16 years in the industry.
- Ameriprise Financial Services, LLCMay 2023 to now
- Jackson Hewitt Tax ServicesDec 2022 to Feb 2023
- Simon Gray Realty LLCDec 2021 to May 2023
- S K Morrison Contracting IncJun 2021 to Aug 2021
- UnemployedMay 2021 to Dec 2022
- Marina OneOct 2019 to Oct 2019
- Delray Yacht CruisesJan 2018 to May 2021
- Florida Atlantic UniversityAug 2017 to May 2021
- M-dacs LLCJun 2015 to Aug 2019
- Tahanto Regional Middle/high SchoolAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7733308
- Firm CRD
- 6363