John Lenarz
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
125 Buckskin Ave Ste 200, Bismarck, ND, 58503
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2019Customer Dispute
July 2015Customer Dispute
December 2008Other 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
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Kingsview Asset Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Edward JonesBroker
State Registrations11 states
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.