Leonard Charles Bernard

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Baton Rouge, LA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Baton Rouge, LA

Other Businesses

Business Ownership; Willow Lake East LLC; N/A; LLC opened to own rental real estate property located at 38193 Willow Lake East Ave, Prairieville, LA 70769; 18630 Andrew Jackson AvePrairieville, LA 70769, ,; Not Investment-Related; 07/25/2013; 1 to 9 hours per month; 0 during trading hours / Crafford Bernard Properties LLC; manager; LLC to be created to manage residential rental property income and expenses; 18630 Andrew Jackson AvePrairieville, LA 70769, ,; Not Investment-Related; 07/24/2013; 1 to 9 hours per month; 0 during trading hours / KSB, LLC; owner; LLC for purpose of managing ameriprise office expenses including office lease, utilities and staff payroll; 18630 Andrew Jackson Ave, , Prairieville, LA, 70769; Not Investment-Related; 05/28/2021; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-12

Designations

• Certified Financial Planner

Other Names

• Lenny Bernard