Caden Felts
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Caden Felts is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held roles at several firms including Torch Dental and Assurance IQ. Outside of his advisory work, he owns Felts Detailing, a business providing detailing services and products. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Client services
Based on Ameriprise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Expertise
Based on Ameriprise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
Fee options
$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%
Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.
Location
Webster City, IA
Most active in
Caden F has reported serving >5 clients in these states in the last 12 months.
Iowa
Work history
Ameriprise
2024 - Present (2 years)
Torch Dental
2024 - 2024 (1 year)
Assurance IQ
2023 - 2024 (1 year)
SSBH
2023 - 2023 (1 year)
Mulligans
2021 - 2022 (1 year)
Air King Filtration
2020 - 2021 (1 year)
Felts Detailing
2017 - Present (9 years)
2nd St. Emporium
2014 - 2021 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Travis H
Series 66
Webster City, IA
Edward Jones
Linda L
Series 63, Series 65
Webster City, IA
Ameriprise
Nicholas H
Series 66
Webster City, IA
Ameriprise
Jeffrey B
Series 63
Webster City, IA
Ameriprise
Timothy F
Series 63, Series 66
Webster City, IA
Edward Jones
Shawn B
Series 63, Series 65
Webster City, IA
OSAIC
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