Colton K. Walker

CLAYTON WEALTH PARTNERS

Topeka, KS 66603-3808

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CRD#: 6969811

Professional summary

Colton Kelly Walker, CFP® is a registered financial advisor currently at CLAYTON WEALTH PARTNERS located in Topeka, Kansas.

Colton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Colton has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Socially Responsible Investing

Comprehensive Financial Planni...

Social Security Planning

Tax Planning

Estate Planning

Retirement Planning

Do you have an area of expertise or specialization?

AUM

Investment Advice with Ongoing...

Millennials

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Socially Responsible Investmen...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colton Kelly Walker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

May 27, 2021 - Present

CLAYTON WEALTH PARTNERS

Office #1: 716 South Kansas Avenue, Topeka, KS 66603-3808

RIA

CRD#: 105898

Topeka, KS

Past

April 2, 2019 - February 5, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TOPEKA, KS

Past

March 29, 2019 - February 5, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TOPEKA, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLAYTON WEALTH PARTNERS

CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS

CRD#: 105898 / SEC#: 801-17344

RIA

Registered Investment Advisory firm - (7/1/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/27/2021)

IAR

Texas
(5/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/31/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/29/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/26/2019

Securities Industry Essentials Examination

Current Firm

CLAYTON WEALTH PARTNERS

CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS

CRD#: 105898 / SEC#: 801-17344

RIA

Registered Investment Advisory firm - (7/1/1982 Approved)

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Contact information

Main Address

716 South Kansas Avenue, Topeka, KS 66603-3808

Mailing Address

Phone number

(785) 232-3266

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLAYTON FINANCIAL SERVICES, INC. PART 2A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	1,817
AUM (Assets Under Management)	$ 810,559,576

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Colton K. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Colton Kelly Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLAYTON WEALTH PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CLAYTON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2019

Series 7TO

Date: 3/29/2019

SIE

Date: 2/26/2019

Current Firm

CLAYTON WEALTH PARTNERS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLAYTON WEALTH PARTNERS

TRUST BUT VERIFY

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