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John Cooper

Advisor at Ameriprise

Updated today

Location

Milan, TN

Credentials

Series 63, Series 65

Industry experience

15 years

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

Milan, TN

Most active in

Tennessee · Texas

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2009 - 2020 (11 years)

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.

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Options & derivatives strategies Family Business Founder/Business Owner
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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
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Michael S

Series 66

Trenton, TN

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Michael Schoonover is a financial advisor at Ameriprise with eight years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he owns and operates a lawn mowing business and manages Schoonover Farms, which leases pasture land for cattle raising. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, offering written recommendations that incorporate Social Security options, tax strategies, and adaptive withdrawal methods. The firm combines research and modeling with a broad suite of advisory, brokerage, and insurance solutions.

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

Christy A

Series 66

Trenton, TN

Edward Jones

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Brita H

Series 66

Milan, TN

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Brita Houtz is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. She has been with Cetera since 2020 and also has over two decades of experience at Regions Bank. Outside of her advisory role, she owns and operates a hobby farm under the name Life Farm. Cetera serves a broad range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions supported by a mix of advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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William P

Series 63, Series 66

Milan, TN

Edward Jones

William Parr is a financial advisor with Edward Jones in Milan, Tennessee, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he serves on the board of MEGA Milan and acts as secretary for an industrial development board focused on business recruitment, in addition to participating in his local parish council managing church finances. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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