Susan
Lehnerd
Mallard Financial Partners Inc
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About this Advisor
Susan Lehnerd is a certified financial planner based out of Newark, Delaware, who has 9 years of industry experience. Lehnerd is on the advisory team at Mallard Financial Partners Inc. Over the course of their career, they have held roles at Mallard Advisors, LLC and Mallard Financial Partners Inc. Lehnerd maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Delaware. Mallard Financial Partners Inc is a registered investment firm operating out of Newark, DE. It administers $188 million in assets between its 626 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm provides services to 10 charities and foundations. Of its 626 accounts, 21% are associated with high-net-worth investors who have at least $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management largely vary depending on which services are provided. However, fees charged by Mallard Financial Partners Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mallard Financial Partners Inc Brokerage Details
$187,534,110
13
626
$299,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Susan Lehnerd Work History
Susan has been registered as a financial advisor for 9 years.*
Mallard Financial Partners Inc
Mallard Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Lehnerd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mallard Financial Partners Inc
Newark, DE
Newark, DE
Newark, DE
Newark, DE
Newark, DE
Newark, DE
Newark, DE
Newark, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
