Zack Michael Walton
Investment adviser representative at Ameriprise Financial Services, LLC
11 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
11 years in the industry.
- Ameriprise Financial Services, LLCNov 2025 to now
- Empower Advisory Group, LLCMay 2024 to Nov 2025
- Empower Financial Services, IncMar 2024 to Nov 2025
- Florida Financial AdvisorsJul 2023 to Feb 2024
- Maro Brother's Discount LiqourMay 2021 to Aug 2021
- University of FloridaAug 2019 to May 2023
- Sparkling Pools ServiceMay 2018 to Aug 2019
- Pheasant Run Swim ClubJun 2016 to Aug 2017
- Cinnaminson High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
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
- 7779156
- Firm CRD
- 6363