Lara Berner Yates
Investment adviser representative at Ameriprise Financial Services, LLC
19 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$660.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Ameriprise Financial Services, LLCFeb 2024 to now
- Global Advisor Group (website)Aug 2015 to Jan 2020
- Raymond James Financial Services Advisors, IncJan 2009 to Feb 2024
- Berner Wealth Management, LLCDec 2007 to Feb 2024
- Raymond James Financial ServicesApr 2007 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, NM, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2227409
- Firm CRD
- 6363