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Lenny Bernard, Private Wealth Advisor serving the Baton Rouge, LA area - Ameriprise Advisors

Lenny Bernard

CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Bernard Wealth Management

An Ameriprise Private Wealth Advisor

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 45 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S., Business, Nichols State University, 1994-2000

Awards & recognition

  • Bernard Wealth Management, Ameriprise Client Experience Award, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • I enjoy spending time with my wife Jenny, my son Kobe, and daughter Kate.
  • I reside in Prairieville, Louisiana.
  • We have a labradoodle named Roxy.
  • I enjoy many outdoor activities including running and biking.