Colton Wottring, AAMS®
Registered Wealth Associate
Bio
Colton began his career in personal training, where he learned the importance of building relationships, earning trust, and understanding each client's individual goals. After starting his own personal training business, he brought that same client-first approach to the financial industry, beginning his career at Edward Jones.
Today, Colton draws on those experiences to build meaningful relationships with clients and understand what matters most to them.
Professional Background
Education
- - B.S. Exercise Science – Grace College
- - M.S. Applied Exercise Science – Concordia University Chicago
Community
- Member – College Park Church
- Volunteer – Apple Pies for Angels
- Philanthropic Supporter – She Is More Than
Designations
- AAMS® – Accredited Asset Management Specialist designation provides financial professionals with specialized education in asset management and investment planning. The program covers the asset management process, risk and return, investment performance, asset allocation and selection, investment strategies, taxation, retirement planning, insurance, and estate planning. AAMS® designees develop knowledge to evaluate investment opportunities and strategies within a client's overall financial picture.
Licenses
- Series 7 – The Series 7 is an exam and license that entitles the holder to sell all types of securities products except commodities and futures. The Series 7 exam covers topics on investment risk, taxation, equity and debt instruments, packaged securities, options, and retirement plans.
- Series 66 – The Series 66 is an exam and license that entitles the holder to legally act in the capacity of investment advisors or wealth/asset managers.
- Security Industry Essentials® (SIE®) – The Security Industry Essentials® (SIE®) is an exam and license that demonstrates fundamental knowledge of the securities industry. The SIE® exam covers topics on industry terminology, securities products, the structure and function of the markets, regulatory agencies and their functions, and regulated and prohibited practices.
Beyond the Office
Colton is an avid golfer. In his free time, he enjoys spending time at the lake, snowboarding, visiting national parks, and keeping up the IndyCar Races.