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Lynna Fine Marcel

Advisor at Ameriprise — Thibodaux, LA Rue Colette

Updated today

Credentials

Series 66

Experience

21 years

Location

Thibodaux, LA 70301

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Thibodaux, LA Rue Colette

132 Rue Colette Ste A

Thibodaux LA 70301

Advisors at this office

16

Most active in

Louisiana

Work history

21 years of industry experience

Ameriprise

2020 - Present • 6 years

Thibodaux, LA

Ameriprise Financial Services, Inc.

2005 - 2020 • 15 years

Thibodaux, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jona H

Series 63, Series 65

Thibodaux, LA

The Archer Consulting Group, LLC

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Mary Lucy B

CFP®, Series 65

Houma, LA

Hassell Wealth Management

Mary Lucy Bergeron is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Hassell Wealth Management with two years of industry experience. She has previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers, and has experience in financial services and educational roles. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets, employing a globally diversified investment approach aligned with modern portfolio theory.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John H

ChFC®, Series 63

Houma, LA

Hassell Wealth Management

John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® designation and Series 63 registration. Prior to joining his current firm in 2018, he worked for LPL Financial for 13 years. Outside of advising, he owns and operates a guest house listed as a bed and breakfast. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages globally diversified portfolios using fundamental security analysis and market trend evaluation, serving several hundred client relationships with $387.4 million in assets under management as of December 31, 2025.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stephen H

CFP®

Houma, LA

Hassell Wealth Management

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2006 and previously spent ten years with LPL Financial, LLC. Hassell manages client portfolios as part of a five-advisor team based in Houma, Louisiana. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm utilizes a globally diversified investment approach based on modern portfolio theory, incorporating fundamental and economic analyses to construct portfolios across multiple asset classes.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexandra H

CFP®, Series 63

Houma, LA

Hassell Wealth Management

Alexandra Hassell is a CFP®-credentialed financial advisor with 13 years of industry experience. She has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for five years. Based in Houma, Louisiana, Hassell is part of a five-advisor team. Hassell Wealth Management provides discretionary portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm manages over $387 million in client assets and emphasizes globally diversified portfolios using fundamental analysis alongside economic and market trend evaluation.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Katherine H

CFP®, Series 63, Series 65

Houma, LA

Hassell Wealth Management

Katherine Hebert is a CFP® professional with 12 years of experience in the financial services industry. She has worked at Hassell Wealth Management since 2020 and previously held roles at Hancock/Whitney Bank and Foresters Financial Services. Hassell Wealth Management is a registered investment adviser serving individuals, families, and businesses with discretionary portfolio management, financial planning, and retirement plan services. The firm manages $387.4 million in client assets, focusing on globally diversified portfolios constructed through fundamental security analysis and market trend assessment.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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