Mallard Financial Partners Inc.

Mallard Financial Partners Inc. (CRD# 169009) is a financial advisory firm headquartered in Newark, DE. They manage $143,087,979 in 583 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $245,434
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, NY, PA

Financial Advisors at Mallard Financial Partners Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Paul S. Baumbach
CRD#: 2430006
750 Barksdale Road, Suite 3, Newark, DE 19711
96
Wealthminder
score

Paul Baumbach (CRD# 2430006) is an Investment Advisor Representative working at Mallard Financial Partners Inc. in Newark, DE and has over 23 years of experience in the finance industry. Paul Baumbach 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.

2
Ryan M. Flurie
CRD#: 5839257
750 Barksdale Road, Ste 3, Newark, DE 19711
96
Wealthminder
score

Ryan Flurie (CRD# 5839257) is an Investment Advisor Representative working at Mallard Financial Partners Inc. in Newark, DE and has over 5 years of experience in the finance industry. Ryan Flurie 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.

3
Susan E. Lehnerd
CRD#: 6027908
750 Barksdale Road, Suite 3, Newark, DE 19711
96
Wealthminder
score

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.

4
James E. Mink
CRD#: 6029386
750 Barksdale Road, Suite 3, Newark, DE 19711
90
Wealthminder
score

James Mink (CRD# 6029386) is an Investment Advisor Representative working at Mallard Financial Partners Inc. in Newark, DE and has 1 year of experience in the finance industry. James Mink 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.

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