Donald LennardCRD Number: 4530485
Current Firm: Demarche Associates Inc.
Donald Lennard (CRD# 4530485) is an Investment Advisor Representative working at Demarche Associates Inc. in Overland Park, KS and has over 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Demarche Associates, Inc.||Overland Park, KS||Dec 2012 - Current||4|
|Kansas Public Employee Retirement System||Topeka, KS||Aug 2007 - Dec 2012||5|
|Demarche Associates, Inc.||Overland Park, KS||Jan 2000 - Aug 2007||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management22,407MILLIONS
Total Number of Accounts60ACCOUNTS
Average Account Value$373,446,765
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops