Megan Lenarz

Megan Lenarz

CFP®, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • How I work

    I take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Crunch the numbers

    Use our financial calculators to explore various saving, investing and tax scenarios.
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Background and qualification information is available at FINRA's BrokerCheck website.

Do the work, enjoy the trail

Do the work, enjoy the trail

You are a leader. You have been for a long time.

But you have questions.

You’re on the “right” track, but how can you be sure it’s right for you and those you love?

When you’re ready to discover the best-fitting trails, gear and guide(s) for your financial journey, I am here to walk alongside you.

My goal for you is simple: you are capable of amazing things. I can help you bring beautiful financial dreams to life with my go-to tools of comprehensive financial planning and customized investment management.

The tools may be well-known, like hiking boots and a tent, but do your boots fit and does your tent hold everyone on your journey?

Let’s find out together!

Do the work, enjoy the trail

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise has been:
  • Recognized as a Military-Friendly® Employer by VIQTORY
  • Listed as a “Best Place to Work for Disability Inclusion”
  • Included in the 2021 Bloomberg Gender-Equality Index

My videos

11 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)