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LB
CFP
LB
CFP

Leonard Bernard

Ameriprise Financial Services, LLC
25 Years of Experience
Baton Rouge, LA
Broker
View SEC Summary
View SEC Summary

Leonard Bernard is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Baton Rouge, LA, with 25 years of industry experience. Leonard 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

8200 Village Plaza Ct, Ste 3B, Baton Rouge, LA, 70810

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Leonard owns Willow Lake East LLC to own rental real estate, and will manage residential rental property income and expenses through Crafford Bernard Properties LLC, each taking a few hours per week. He also owns KSB, LLC to manage Ameriprise office expenses, but spends no time on it.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
June 2008 - Present · 18 yrs 4 mos
Ameriprise Financial Services, LLC
April 2001 - Present · 25 yrs 6 mos
Ameriprise Financial Services, LLCBroker
April 2001 - Present · 25 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
April 2001 - July 2006 · 5 yrs 3 mos
State Registrations23 states
ALARAZCACODCFLGAINKSKYLAMIMOMSNCOHORSCTNTXUTVA
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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