Susan LehnerdCRD Number: 6027908
Current Firm: Mallard Financial Partners Inc.
Susan Lehnerd (CRD# 6027908) is an Investment Advisor Representative working at Mallard Financial Partners Inc. in Newark, DE and has over 7 years of experience in the finance industry. Susan Lehnerd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
Msi Financial Services, Inc.
|Mallard Financial Partners Inc.||Newark, DE||Jan 2014 - Current||3|
|Mallard Advisors, LLC||Newark, DE||Jul 2007 - Dec 2013||6|
|Community College Of Baltimore County||Baltimore, MD||Jan 2002 - Jul 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management143MILLIONS
Total Number of Accounts583ACCOUNTS
Average Account Value$245,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
DE, MD, NY, PA