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John William Cooper

Advisor at Ameriprise — Milan, TN

Updated today

Credentials

Series 63, Series 65

Experience

16 years

Location

Milan, TN

Ameriprise logo

Ameriprise

Institution

Total advisors

12,720

Across 4,069 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

John Cooper is a financial advisor with Ameriprise in Milan, Tennessee, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, Cooper co-owns Blue Horseshoe LLC, which manages his Ameriprise business. Ameriprise is an institutional firm serving clients, particularly those approaching or in retirement with significant investable assets, through its Premier Retirement Income service. The firm provides comprehensive retirement income planning that integrates research, modeling, and tax-efficient strategies, supported by an automated recommendation process overseen by a dedicated consulting team.

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

Milan, TN

Milan TN

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

16 years of industry experience

Ameriprise

2020 - Present • 6 years

Union City, TN

Ameriprise Financial Services, Inc.

2009 - 2020 • 11 years

Union City, TN

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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Timothy S

Series 63

Humboldt, TN

Sycamore Financial Advisors, Inc.

Timothy Shanklin is a financial advisor at Bdc Advisory, LLC with 21 years of industry experience. He holds the Series 63 designation and has worked at Bdc Advisory and Burleigh Consulting Group since 2004. He is involved in retirement plan consulting through Burleigh Consulting Group. Bdc Advisory LLC provides investment consulting exclusively to qualified retirement plans administered by Burleigh Consulting Group, focusing on fund selection, monitoring, and participant education. The firm offers non-discretionary, plan-level consulting services and negotiable fee arrangements for plan sponsors.

Options & derivatives strategies Family Business Founder/Business Owner
user avatar

Justin W

Series 66

Medina, TN

Kestra Advisory

Justin Winchell is a financial advisor with Kestra Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked at First Horizon Advisors, Inc. and Raymond James. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves a wide range of clients, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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John R

Series 66

Medina, TN

Kestra Advisory

John Ross is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include positions at Kestra Investment Services, LLC and Clinical Research Solutions, as well as academic involvement at the University of Tennessee at Martin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and discretionary investment management, serving clients that include large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Charles C

CFP®, Series 63, Series 65

Humboldt, TN

Edward Jones

Charles Cloud is a CFP® professional with 28 years of industry experience, currently serving at Edward Jones since 1997. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Boys and Girls Club of Humboldt. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Michael S

Series 66

Trenton, TN

Ameriprise

Michael Schoonover is a financial advisor with Ameriprise in Trenton, TN, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory work, Schoonover owns a lawn mowing business and operates Schoonover Farms, which leases pasture land for raising cattle. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement

Christy A

Series 66

Trenton, TN

Edward Jones

Christy Allen is a financial advisor at Edward Jones in Trenton, Tennessee, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Trenton Special School District for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Early retirement planning General retirement planning Retired Founder/Business Owner Executive
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