Best-in-State · rank 107 · Birmingham, Alabama · listed firm: Ameriprise Financial Services
Logo asset (hotlink-protected, view at source): https://www.ameripriseadvisors.com/
Identity & firm
- Firm — Ameriprise Financial Services (high)
- “Ameriprise Financial Services” — forbes_shook
- Parent company — Ameriprise Financial, Inc. (high)
- “Ameriprise Financial Services, LLC (Firm CRD: 6363)” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Ameriprise Financial Services — wirehouse affiliation” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: unclear_definition
- CRD — 4399667 (high)
- “CRD Number: 4399667” — sec_finra_regulatory
- Years experience — 24 (high)
- “Broker registration since July 5, 2001; Investment Adviser registration since February 24, 2003” — sec_finra_regulatory
- Designations — CFP (high)
- “CFP® (Certified Financial Planner)” — firm_official
Book of business
- Team AUM ($M) — 236 (high)
- “Team Assets (Custodied): $236M” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum account size for new business: $0” — forbes_shook
- Typical client net worth ($M) — 5 (high)
- “Typical Net Worth of Relationships: $2-8M” — forbes_shook
- Client niche — generalist (medium)
- “Joshua Cothran will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future.” — professional_press
- Custodians — not_applicable (high)
- “Ameriprise Financial Services — wirehouse” — firm_official
- Fee model — not_public (medium)
- “Ameriprise Financial Services operating model” — firm_official
Positioning & marketing
- Website url — https://www.ameripriseadvisors.com/joshua.b.cothran/ (high)
- “Official Ameriprise profile: ameripriseadvisors.com/joshua.b.cothran/” — firm_official
- Value proposition (verbatim) — Joshua Cothran will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. (high)
- “Joshua Cothran will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future.” — professional_press
- Differentiators — Breadth of experience in wealth management, Specialized financial knowledge, Elevated level of service, Collective team approach to client goals (medium)
- “The team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all their clients, working collectively to serve goals and help clients meet their financial future ” — firm_official
- Content marketing — occasional (medium)
- “Published insights: 'Beyond Big Tech' and 'Review your Medicare annually'” — firm_official
- Has podcast — no (medium)
- “No podcast identified in professional profiles and Ameriprise presence” — firm_official
- Books published — 0 (medium)
- “No published books identified in professional record and SEC IAPD registration” — sec_finra_regulatory
- Linkedin url — https://www.linkedin.com/in/jcothran/ (high)
- “LinkedIn profile: linkedin.com/in/jcothran/” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “Active LinkedIn profile maintained” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (Rank #107, Alabama) (high)
- “Ranked #107 on Forbes 2026 Best-In-State Wealth Advisors (Alabama)” — professional_press
Visual brand
- Has distinct logo — no (high)
- “Uses Ameriprise Financial Services corporate branding; no independent team logo identified” — firm_official
- Logo url — https://www.ameripriseadvisors.com/ (high)
- “Uses Ameriprise Financial Services corporate logo” — firm_official
- Visual brand notes — Corporate Ameriprise blue and gold palette; standard wirehouse branding; professional photography of advisor and team members. (medium)
- “Ameriprise Financial Services corporate visual identity applied throughout advisor profile” — firm_official