Heath Johnson
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.
Location
Hoxie, KS 67740-4216
Credentials
Series 66
Industry experience
8 years
About
Heath Johnson is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017. Outside of financial advising, Johnson is involved in farming through Triple J Land LLC and works as a sports broadcaster for Open Spaces Sports. Ameriprise is a large institutional firm offering a retirement-income planning service for individuals generally holding at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement recommendations, with a focus on assets managed within Ameriprise accounts.
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
917 Pine Ave, Ste A
Hoxie, KS 67740-4216
Most active in
Heath J has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, inc.
2017 - 2020 (3 years)
Unified School District 316 Golden Plains
2013 - 2017 (4 years)
Roger Johnson
2013 - 2020 (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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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