AdvisorOS Directory
Claim Profile
Unclaimed Profile
SL

Susan Elizabeth Lehnerd

MALLARD FINANCIAL PARTNERS INC·NEWARK, Delaware
Clean recordMALLARD FINANCIAL PARTNERS INC
750 BARKSDALE ROAD, NEWARK, DE 19711CRD# 6027908Firm CRD# 169009

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Elizabeth Lehnerd · NEWARK, DE
Registration
CRD #6027908 · MALLARD FINANCIAL PARTNERS INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Susan Elizabeth Lehnerd is a registered financial advisor based in NEWARK, Delaware, affiliated with MALLARD FINANCIAL PARTNERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MALLARD FINANCIAL PARTNERS INC
MALLARD FINANCIAL PARTNERS INC
AUM
$188M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MALLARD FINANCIAL PARTNERS INC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6027908
Firm CRD# 169009
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWARK?

Browse all registered financial advisors in NEWARK, Delaware or claim this profile if it's yours.

Browse NEWARK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Susan Elizabeth Lehnerd offer?
Susan Elizabeth Lehnerd specializes in Financial Planning, Investment Management. Contact their office in NEWARK, Delaware for a consultation.
What are Susan Elizabeth Lehnerd's credentials?
Susan Elizabeth Lehnerd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Elizabeth Lehnerd located?
Susan Elizabeth Lehnerd is based in NEWARK, Delaware, working with MALLARD FINANCIAL PARTNERS INC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Susan Elizabeth Lehnerd charge for services?
Susan Elizabeth Lehnerd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MALLARD FINANCIAL PARTNERS INC?
MALLARD FINANCIAL PARTNERS INC has approximately 13 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MALLARD FINANCIAL PARTNERS INC

Paul S. Baumbach
NEWARK, DE
Jacqie Sue Thompson
NEWARK, DE
Joseph Leonard Daigle
NEWARK, DE
Pamela S. Baumbach
NEWARK, DE

More Advisors in NEWARK, Delaware

Christopher Briller
HYPERSPACE PARTNERS, LLC·NEWARK, DE
Alexander Bashy Rafiee
HYPERSPACE PARTNERS, LLC·NEWARK, DE
Kim Winkelman Lovett
LOVETT ADVISORS LLC·NEWARK, DE
Roberto Ripari
QIENNA WEALTH MANAGEMENT INC.·NEWARK, DE
Taylor Conway Meyer
HYPERSPACE PARTNERS, LLC·NEWARK, DE
Eric Christopher Pressler
NEWTON ONE INVESTMENTS LLC·NEWARK, DE

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Delaware
WILMINGTON (282)GREENVILLE (37)DOVER (27)LEWES (24)HOCKESSIN (12)REHOBOTH BEACH (8)0000740272 (4)ROCKLAND (3)MONTCHANIN (2)CLAYMONT (2)
City Guides
WILMINGTON GuideGREENVILLE GuideDOVER GuideLEWES GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
Request removal of this profile