DL
Danielle K. Lechard
RETURN ON LIFE WEALTH PARTNERS
Cleveland, OH 44141
Some features on this profile are disabled
CRD#: 7332229
DL
Professional summary
Danielle Kathleen Lechard is a registered financial advisor currently at RETURN ON LIFE WEALTH PARTNERS located in Cleveland, Ohio and LPL FINANCIAL LLC located in Brecksville, Ohio.
Danielle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Danielle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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. 06/30/2022 - PFS WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 0%/ BRECKSVILLE, OH 2. 08/29/2022 - 401(k) Prosperity - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/12/2022 - 15 Hours Per Month/15 Hours During Securities Trading. 3. 09/01/2022 - Planned Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 09/01/2022 - Planned Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Registered Investment Advisor Hybrid - Start Date - 07/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Planned Financial Services LLC, an independent investment advisor firm. I started this business activity in 7/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/04/2023 - Return on Life Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 08/29/2023 - 30 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Danielle Kathleen Lechard'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®
NoneExperience
Current
August 30, 2022 - Present
RETURN ON LIFE WEALTH PARTNERS
Office #1: 7000 Fitzwater Road Suite 300, Cleveland, OH 44141RIA
CRD#: 112879
Cleveland, OH
Current
June 30, 2022 - Present
LPL FINANCIAL LLC
Office #1: 7000 Fitzwater Rd Ste 300, Brecksville, OH 44141-1368RIA
BD
CRD#: 6413
Brecksville, OH
Past
April 29, 2021 - May 3, 2022
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
CLEVELAND, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RO
RETURN ON LIFE WEALTH PARTNERS
401(K) PROSPERITY | RETURN ON LIFE WEALTH PARTNERS | PLANNED FINANCIAL SERVICES, LLC | PLANNED FINANCIAL SERVICES | FRANK FANTOZZI
CRD#: 112879 / SEC#: 801-110086
RIA
Registered Investment Advisory firm - (3/14/2017 Approved)Ohio
Registered Investment Advisory firm - (4/17/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(8/30/2022)
IAR
Maryland(8/30/2022)
RR
Ohio(7/22/2022)
IAR
Ohio(8/31/2022)
IAR
Texas(8/30/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/29/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RO
RETURN ON LIFE WEALTH PARTNERS
401(K) PROSPERITY | RETURN ON LIFE WEALTH PARTNERS | PLANNED FINANCIAL SERVICES, LLC | PLANNED FINANCIAL SERVICES | FRANK FANTOZZI
CRD#: 112879 / SEC#: 801-110086
RIA
Registered Investment Advisory firm - (3/14/2017 Approved)Ohio
Registered Investment Advisory firm - (4/17/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7000 Fitzwater Road Suite 300, Cleveland, OH 44141
Mailing Address
Phone number
(440) 740-0130
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 782 |
| AUM (Assets Under Management) | $ 392,229,187 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
