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JL
CFP
JL
CFP

John Lenarz

Ameriprise Financial Services, LLC
26 Years of Experience
Bismarck, ND
3 DisclosuresBroker
View SEC Summary
View SEC Summary

John Lenarz is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Bismarck, ND, with 26 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

125 Buckskin Ave Ste 200, Bismarck, ND, 58503

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2019
Customer Dispute
July 2015
Denied
Customer Dispute
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John is involved in several business activities, including farmland ownership and operation through various entities like Lenarz Brothers Land LLP, Lenarz Brothers Partnership II, John R Lenarz Family Revocable Trust, Suchy Land LLC, and Leah Land LLC. He also works as an employee for LFP Consulting, dedicating about a third of his time to this role, and engages in fiduciary activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2019 - Present · 7 yrs 5 mos
Ameriprise Financial Services, LLCBroker
May 2019 - Present · 7 yrs 5 mos
Ameriprise Financial Services, LLC
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
Kingsview Asset Management, LLC
April 2019 - May 2019 · 1 mo
Wells Fargo Clearing Services, LLC
January 2011 - April 2019 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - April 2019 · 8 yrs 3 mos
Wells Fargo Investments, LLC
April 2002 - January 2011 · 8 yrs 9 mos
Wells Fargo Investments, LLCBroker
August 2001 - January 2011 · 9 yrs 5 mos
Edward JonesBroker
January 2000 - August 2001 · 1 yr 7 mos
State Registrations12 states
AZCOFLIDMNMTNDNENHSDTXWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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