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JW
CFP
JW
CFP

John Wolpers

Ameriprise Financial Services, LLC
35 Years of Experience
Cape Girardeau, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Wolpers is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Cape Girardeau, MO, with 35 years of industry experience. John 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.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

339 Broadway St Ste 246, Cape Girardeau, MO, 63701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is an independent insurance broker with Golden Rule/United Health since 2012, dedicating a few hours per week. He also serves on the board of directors for Wolpers since 2018 and is the Chairman since 2019, each requiring a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 1995 - Present · 31 yrs
Ameriprise Financial Services, LLC
November 1990 - Present · 35 yrs 11 mos
Ameriprise Financial Services, LLCBroker
November 1990 - Present · 35 yrs 11 mos
Previous Registrations
Ids Life Insurance CompanyBroker
November 1990 - July 2006 · 15 yrs 8 mos
State Registrations6 states
COFLGAILLAMO
AdvisorBrokerBoth

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
No exam information available for this advisor.
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