Theresa Lechard
Investment adviser representative at The Joseph Group Capital Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- The Joseph Group Capital ManagementMar 2021 to now
- Edward JonesDec 2018 to Mar 2021
- Olive GardenMay 2017 to Aug 2017
- Hilton HotelsMay 2017 to Jul 2017
- Franciscan UniversityAug 2015 to May 2018
- Maryview Inspection ServiceFeb 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OH).
The Joseph Group Capital Management
Legal name: The Joseph Group LLC
$1.1BAssets managed
832Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7047816
- Firm CRD
- 165311