John Purzner
John Purzner is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tulsa, OK, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
4605 E 91st St, Tulsa, OK, 74137-2852
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Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
John owns real estate and another business, both since 2019, and co-manages the Ameriprise business since 2024, each taking a few hours per week. He also serves as a board member for Purzner since June 2024 and is involved in outside employment with Purzner Holdings since 2022, each requiring a few hours per week.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations15 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.