Danielle Kathleen Lechard
Investment adviser representative at Return On Life Wealth Partners
13 yearsExperience
4 statesRegistered in
$472.5MFirm assets
9 yearsFirm in business
Are you Danielle Kathleen Lechard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Return On Life Wealth PartnersAug 2022 to now
- LPL Financial, LLCJul 2022 to now
- Planned Financial ServicesMay 2022 to now
- Alliance BernsteinDec 2020 to Apr 2022
- Ulta BeautyNov 2018 to Jul 2019
- BNY MellonAug 2018 to Dec 2020
- PNC BankJan 2018 to Aug 2018
- Industry Public HouseOct 2017 to Oct 2018
- Royal American Links Golf ClubJun 2017 to Oct 2017
- La FitnessJun 2017 to Sep 2017
- Franciscan University of SteubenvilleAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 4 states (CO, MD, OH, TX).
Return On Life Wealth Partners
Legal name: Planned Financial Services, LLC
$472.5MAssets managed
284Clients
4Advisers
9 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
- 7332229
- Firm CRD
- 112879