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John Wolpers II

Advisor at Ameriprise

Updated today

Location

Cape Girardeau, MO 63701

Credentials

CFP®, Series 63

Industry experience

35 years

About

John Wolpers II is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. He is based in Cape Girardeau, MO, and holds a Series 63 license. Outside of his advisory role, he serves on the boards of the Cape Girardeau Public School Foundation and the Poplar Bluff Schools Foundation, acting as chairman of the latter. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized 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

339 Broadway St Ste 246

Cape Girardeau, MO 63701

Most active in

Missouri

Work history

Ameriprise

2020 - Present (6 years)

Ameriprise Financial Services, Inc.

2013 - 2020 (7 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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Cape Girardeau, MO

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Cape Girardeau, MO

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Wealth management Retirement plans for business owners (SEP, solo 401k)
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Series 63, Series 65

Cape Girardeau, MO

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Active portfolio management Factor investing / smart beta Options & derivatives strategies
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Jacquelyn M

CFP®, Series 63, Series 65

Cape Girardeau, MO

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Brent K

Series 63, Series 65

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College savings (529s, UTMA, etc.)
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