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Catherine Elizabeth Cooper

Advisor at Ameriprise — De Kalb, IL

Updated today

Credentials

Series 66

Experience

1 year

Location

Dekalb, IL

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,073 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Catherine Cooper is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Ameriprise and Iowa State University. Outside of her advisory role, she is employed by Integrity Point LLC as an Associate Financial Advisor on the Sales and Advice team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies.

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

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$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%

Other

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

See office

De Kalb, IL

De Kalb IL

Advisors at this office

1

Most active in

Illinois · Iowa · Minnesota · Texas

Work history

1 year of industry experience

Ameriprise

2025 - Present • 1 year

Johnston, IA

Ameriprise Financial Services, LLC

2024 - 2025 • 1 year

Johnston, IA

Ameriprise Financial Services, LLC

2023 - 2024 • 1 year

Johnston, IA

Ameriprise

2023 - 2023 • 1 year

Minneapolis, MN

Iowa State University

2022 - 2023 • 1 year

Ames, IA

Java House and Heirloom Salad Company

2022 - 2022 • 1 year

North Liberty, IA

Iowa State University

2021 - 2024 • 3 years

Ames, IA

North Liberty Community Pantry

2020 - 2021 • 1 year

North Liberty, IA

Fareway Meat and Grocery

2019 - 2020 • 1 year

North Liberty, IA

Liberty High School

2016 - 2021 • 5 years

North Liberty, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Barry F

CFP®, Series 63

Sycamore, IL

Family First Wealth Management

Barry Federici is a CFP® professional with six years of experience in financial advising. He is the owner of Family First Wealth Management in Sycamore, IL, and has prior work experience including 30 years in the United States Marine Corps and legal studies at NIU Law School. In addition to his advisory role, he owns Saluting Success, LLC, a property management trust. Family First Wealth Management provides investment management and financial planning primarily for individual clients, employer-sponsored retirement plans, and charitable organizations. The firm’s investment approach centers on diversification and asset allocation based on Modern Portfolio Theory, offering both strategic and tactical allocation with the option to incorporate third-party managers. It also provides employee benefit plan consulting and pension-plan advisory services, supported by the principal’s interdisciplinary background as a licensed attorney, CPA, and CFP.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Scott N

Series 65

Sycamore, IL

Newport Investment Advisors, Inc.

Scott Newport is the principal of Newport Investment Advisors, Inc. in Sycamore, Illinois, with 29 years of industry experience. He has served as CEO of Illinois Farm Business Farm Management since 1989, providing farming business analysis services. Newport has held his current advisory role since 1996. Newport Investment Advisors, Inc. offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans. The firm integrates financial planning into its portfolio management, employing various analyses and strategies across discretionary and non-discretionary accounts, and also provides optional tax and accounting services.

Active portfolio management Tax-loss harvesting General tax planning
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Josiah D

CFA®, Series 65

Dekalb, IL

Kisher Capital, LLC

Josiah De Ford is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He currently works at Kisher Capital, LLC and previously was employed at Harvest Investment Services, LLC and Christian Retirement Ministries. Outside of finance, he has provided private music lessons since 2015. Kisher Capital serves individual investors, including high-net-worth clients, as well as self-directed pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary investment management alongside comprehensive financial planning. The firm manages exclusively wrap fee accounts using proprietary portfolio models that combine modern portfolio theory, faith-based screening, and AI-driven tools.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy Founder/Business Owner Religious/faith focused

Eric S

CFP®

Dekalb, IL

Kisher Capital, LLC

My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me. Kisher Capital's office is located a 303 E Hillcrest Dr, Ste 6, DeKalb IL 60115, and we'd love to sit down with you, learn more about your story, and help you in any way that we can.

ESG / Sustainable investing General retirement planning Founder/Business Owner Gen X (Born 1965-1980)
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Matthew K

Series 65

Hampshire, IL

Simplicity wealth

Matthew Krueger is a financial advisor at Simplicity Wealth with six years of industry experience. He holds a Series 65 designation and has worked at Simplicity Wealth since 2022. In addition to his advisory role, he is involved in farming through Krueger Farms LLC and provides tax and business advisory services at Krueger & Associates Tax & Business Advisory, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers model portfolios along with advisory technology and operational support for other advisers.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Christopher H

Series 66

Hampshire, IL

Wealthcare Capital Management LLC

Christopher Hessenflow is a financial advisor with Wealthcare Capital Management LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wealthcare Capital Management since 2010 and also maintains a role at SMB Advisors LLC since 2008. Hessenflow serves on the advisory board of Financeware, Inc., a technology firm related to investment services. Wealthcare Capital Management LLC is a multi-team SEC-registered advisory firm managing approximately $3.03 billion for a range of clients including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs an evidence-based investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by alternative investments and specialty platforms, with oversight by an Investment Policy Committee.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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