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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lenarz is a financial advisor at Ameriprise Financial Services, LLC. John has been in the financial services industry since 2000 and is registered with the state of North Dakota. John is also a CERTIFIED FINANCIAL PLANNER™. John has a strong track record of helping clients achieve their financial goals. John specializes in working with individuals, families, and businesses. John provides a wide range of financial services, including financial planning, investment management, retirement planning, and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ND
05/08/2019 - Present
Ameriprise Financial Services, LLC (Bismarck ND)
ND
01/03/2011 - 04/11/2019
WELLS FARGO CLEARING SERVICES, LLC (BISMARCK ND)
ND
08/17/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WAHPETON ND)
MO
01/02/2000 - 08/17/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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