Steven E. Lachance

LACHANCE WEALTH PARTNERS

CLEVELAND HEIGHTS, OH

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CRD#: 6814224

Professional summary

Steven Elsworth Lachance is a registered financial advisor currently at LACHANCE WEALTH PARTNERS located in Cleveland Heights, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Discernr Inc.; Not Investment Related; Cleveland Heights, OH; Management Consultancy; President; Start Date 11/2020; Approx. 15 hours/month, 0 hours/month during trading hours; Duties include weekly client meeting, quarterly report, annual strategic review presentation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Elsworth Lachance's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 11, 2025 - Present

LACHANCE WEALTH PARTNERS

RIA

CRD#: 334912

CLEVELAND HEIGHTS, OH

Past

August 2, 2017 - March 19, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

SALINE, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/13/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/18/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2017

General Securities Representative Examination

Current Firm

LACHANCE WEALTH PARTNERS

CRD#: 334912 / SEC#:

Ohio

Registered Investment Advisory firm - (4/11/2025 Approved)

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Contact information

Main Address

Shaker Heights, OH

Mailing Address

Phone number

(216) 376-3932

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven E. Lachance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Elsworth Lachance's CRS (Customer Relationship Summary).

Certified licenses

Experience

LACHANCE WEALTH PARTNERS

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2025

Series 66

Date: 9/18/2017

SIE

Date: 3/19/2018

Series 7

Date: 8/2/2017

Current Firm

LACHANCE WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

LACHANCE WEALTH PARTNERS

TRUST BUT VERIFY

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