Thomas Cooper
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
Marathon, FL 33050
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
34 years
About
Thomas Cooper is a financial advisor with Ameriprise in Marathon, FL, holding CFP® and ChFC® designations and over 34 years of industry experience. He has worked with Ameriprise and its affiliates since 2018, following six years at Investment Professionals Inc. Cooper also serves as a financial advisor with Centennial Bank. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports and comprehensive advisory, brokerage, and insurance solutions.
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
11290 Overseas Hwy
Marathon, FL 33050
Most active in
Thomas C has reported serving >5 clients in these states in the last 12 months.
Florida · Tennessee · Texas
Work history
Ameriprise
2020 - Present (6 years)
Ameriprise Financial Services, Inc.
2018 - 2020 (2 years)
Investment Professionals Inc
2012 - 2018 (6 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.
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