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John Kopeck

Ameriprise Financial Services, LLC
33 Years of Experience
Cincinnati, OH
2 DisclosuresBroker
View SEC Summary
View SEC Summary

John Kopeck is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cincinnati, OH, with 33 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
12955 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

5905 E Galbraith Rd, Ste 4200, Cincinnati, OH, 45236-2375

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2010
Withdrawn
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Ameriprise Financial Services, LLC
July 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLC
July 2015 - Present · 11 yrs 3 mos
Ameriprise Financial Services, LLCBroker
July 2015 - Present · 11 yrs 3 mos
Previous Registrations
Bbk Capital Partners, LLC
June 2013 - July 2013 · 1 mo
Raymond James & Associates, INC.
May 2007 - July 2015 · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2007 - July 2015 · 8 yrs 2 mos
Citigroup Global Markets INC.
February 2006 - May 2007 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
February 2006 - May 2007 · 1 yr 3 mos
Legg Mason Wood Walker INC
January 2003 - February 2006 · 3 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
June 2002 - February 2006 · 3 yrs 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 1998 - June 2002 · 4 yrs 5 mos
H.J. Meyers & CO., INC.Broker
August 1994 - February 1998 · 3 yrs 6 mos
Westfield Financial CorporationBroker
August 1994 - August 1994 · 0 mos
Hibbard Brown & CO., INC.Broker
July 1993 - September 1994 · 1 yr 2 mos
State Registrations29 states
AKALAZCAFLGAHIIDILINKYMAMIMNMOMTNCNENMNYOHOKRISCTNTXVAWAWI
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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