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Advisors / Tennessee / Memphis
9yrs

Cooper Smith

Financial advisor at Ameriprise Financial Services

Cooper Smith is a fiduciary financial advisor in Memphis, Tennessee, with 9 years in the industry. After seven years at MML Investors Services and two years at Securian Financial Services, Cooper joined Ameriprise Financial Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 845 advisors with offices in Memphis, and one of 698 fiduciaries.

Memphis, TN 38138Fiduciary advisor

At a glance

Experience9 years (since 2017)
How that compares ?9 years in the industry
Office6750 Poplar Ave Suite 206, Memphis, TN 38138
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Jul 2026 – now
  2. 2019 – 2026
  3. 2017 – 2019
    Securian Financial Services, Inc.Previously

Questions to ask Cooper

Tailored to Cooper’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Cooper

How do I contact Cooper?

Call Ameriprise Financial Services at (612) 671-3131 and ask for Cooper Smith. Cooper works from the Memphis, TN office.

How long has Cooper been a financial advisor?

Cooper has been in the industry since 2017, about 9 years. 9 years in the industry.

What licenses does Cooper hold?

Series 66. Tap any license on this page to see what it allows.

Is Cooper a fiduciary?

Cooper is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Cooper paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cooper for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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