John Mc Shan
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ameriprise
Location
Bridgeport, TX 76426-2267
Credentials
Series 63
Industry experience
38 years
About
John Mc Shan is a financial advisor with Ameriprise in Decatur, TX, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2018, following four years at Investment Professionals Inc. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, with a focus on assets managed within Ameriprise accounts.
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
Fee options
$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%
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
1709 9th St
Bridgeport, TX 76426-2267
Most active in
John M has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, inc
2018 - 2020 (2 years)
Investment Professionals Inc
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John M
Series 63, Series 65
Alvord, TX
Lazarus Wealth Management LLC
Kenneth K
Series 63, Series 65
Bridgeport, TX
Lombard Advisers Incorporated
William M
Series 66
Boyd, TX
Lincoln Investment
Brady M
Series 63, Series 65
Decatur, TX
Primerica Advisors
Stephanie N
ChFC®, Series 63, Series 66
Decatur, TX
Edward Jones
Eric V
Series 63
Decatur, TX
LPL Financial
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