Mark Cooperrider
Mark Cooperrider is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Pepper Pike, OH, with 42 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
30100 Chagrin Blvd Ste 180, Pepper Pike, OH, 44124-5705
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business Activities
Mark is involved with surveys, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Daley Securities, INC.Broker
Ohio Savings Securities, INC.Broker
Daley & CompanyBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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