Danielle
Lechard
Planned Financial Services
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About this Advisor
Danielle Lechard is a financial advisor working out of Brecksville, Ohio who has 1 year of industry experience. Lechard is an advisor for Planned Financial Services. Their career trajectory has included roles at Alliance Bernstein, Bny Mellon, Ulta Beauty, Industry Public House, Pnc Bank, Royal American Links Golf Club, La Fitness, Franciscan University Of Steubenville, Latitude 360, Centerburg High School, Planned Financial Services and Lpl Financial, LLC. Lechard has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Maryland, Ohio and Texas. Planned Financial Services is a financial advisory business operating out of Brecksville, OH. It controls $352 million in assets among its 774 client accounts, placing it among the larger firms in the country by assets under management. Of its 774 client accounts, 20% belong to high-net-worth investors who have at least $1 million in investable assets. Planned Financial Services performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees vary depending on the financial services. Fees billed by Planned Financial Services most likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planned Financial Services Brokerage Details
$352,374,986
11
774
$455,265
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Danielle Lechard Work History
Danielle has been registered as a financial advisor for 1 years.*
Planned Financial Services
Lpl Financial, LLC
Alliance Bernstein
Bny Mellon
Ulta Beauty
Pnc Bank
Industry Public House
Royal American Links Golf Club
La Fitness
Latitude 360
Franciscan University Of Steubenville
Franciscan University Of Steubenville
Centerburg High School
*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 Danielle Lechard 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 Planned Financial Services
Baltimore, MD
Brecksville, OH
Brecksville, OH
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