Donald Lennard, financial advisor Merriam KS
90 score

Donald Lennard

CRD Number: 4530485
Current Firm: Demarche Associates Inc.

Donald Lennard (CRD# 4530485) is an Investment Advisor Representative working at Demarche Associates Inc. in Merriam, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Demarche Associates, Inc. Overland Park, KS Dec 2012 - Current 5
Kansas Public Employee Retirement System Topeka, KS Aug 2007 - Dec 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Donald H. Lennard
Phone Number: [913] 384-4994
Firm Website: http://www.demarche.com
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    23,049
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $384,150,291
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

KS

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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