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Colton W

Series 66

Sac City, IA

Ameriprise

Colton Wicker is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. He serves on the Board of Directors for the Lake View Foundation. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. Its retirement-income planning service targets individuals nearing or in retirement who meet specific asset criteria, providing written recommendations that incorporate research, modeling, and tax-efficiency analysis.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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