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J Darren Hillis

Advisor at Ameriprise — Poplar Bluff, MO Oak Grove Rd

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Poplar Bluff, MO 63901

Ameriprise logo

Ameriprise

Institution

Total advisors

12,770

Across 4,085 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

J Hillis is a financial advisor with Ameriprise in Poplar Bluff, MO, holding Series 63 and Series 66 credentials and offering 25 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Southern Bank. Outside of his advisory work, he owns a business that assists property owners in securing land leases for hunting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning. The firm’s approach combines investment research, third-party data, and algorithmic tools to deliver tailored recommendations within a defined investment ecosystem.

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

Poplar Bluff, MO Oak Grove Rd

2991 Oak Grove Rd Fl 2nd

Poplar Bluff MO 63901

Advisors at this office

2

Most active in

Missouri

Work history

25 years of industry experience

Ameriprise

2020 - Present • 6 years

Poplar Bluff, MO

Southern Bank

2018 - Present • 8 years

Poplar Bluff, MO

Ameriprise Financial Services, Inc.

2018 - 2020 • 2 years

Poplar Bluff, MO

Unemployed

2018 - 2018 • 1 year

Poplar Bluff, MO

Morgan Stanley Private Bank, National Association

2015 - 2018 • 3 years

New York, NY

Morgan Stanley Smith Barney

2010 - 2018 • 8 years

Poplar Bluff, MO

Disclosures

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

Business activities & affiliations

user avatar

Tristin J

Series 66

Poplar Bluff, MO

Working Class Wealth Solutions LLC

Tristin Johnson is a financial advisor at Working Class Wealth Solutions LLC with two years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. His background includes roles in banking and finance as well as other varied positions. Working Class Wealth Solutions LLC provides financial planning and discretionary investment management to individuals, families, working professionals, wage earners, and small business owners. The firm focuses on long-term, diversified, tax-aware portfolios using strategic asset allocation, buy-and-hold strategies, and periodic rebalancing, offering fixed-fee financial planning without account minimums.

Cash flow / budgeting Home buying College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Young Professionals
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Jordan W

CFP®, Series 65, Series 63

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Betsy M

CFP®

Poplar Bluff, MO

Coffman Wealth Advisors, LLC

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.

Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner
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Calvin R

Series 63, Series 65

Poplar Bluff, MO

Coppell Advisory Solutions LLC

Calvin Rutledge is a financial advisor with Coppell Advisory Solutions LLC who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Fusion Capital Management since 2019 and previously at Royal Fund Management, LLC from 2015 to 2019. Rutledge also operates as an independent insurance agent specializing in fixed insurance sales. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to implement tailored investment strategies.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Robert W

CFP®, Series 63

Poplar Bluff, MO

LPL Financial

Robert Whelan is a CFP® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes over three decades with Avantax entities in various advisory and investment roles. In addition to his advisory work, he operates his own CPA practice and is involved in a sports training business in Columbia, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and corporations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

College savings (529s, UTMA, etc.)

Andrew P

Series 66

Poplar Bluff, MO

Edward Jones

Andrew Phelan II is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones for 13 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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