Danielle Lechard has been an investment adviser representative at Planned Financial Services since August 2022, and is not listed among the firm’s executive officers or direct owners. Danielle Lechard holds a Bachelor of Science in Business Management from Franciscan University of Steubenville.
Planned Financial Services, LLC is a Cleveland, OH firm with $473M under management, 284 clients and 5 advisers in one office, as of its February 2026 filing.
Danielle LeChard is Wealth Advisor of Return on Life Wealth Partners. She joined the firm in 2022 as a wealth advisor to help simplify the lives of high-net-worth families and business owners. Before joining she was a Private Client Associate at Bernstein Private Wealth Management, and earlier a Senior Client Operations Representative at BNY Mellon and a Personal Banker at PNC Bank.
Danielle Lechard’s longest registration is the current one, 4 years at LPL Financial LLC since 2022.
- – present · 4 yearsCleveland, OH · Adviser representative · Firm CRD 112879
- LPL Financial LLCAlso current– present · 4 yearsRocky River, OH · Adviser representative and broker · Firm CRD 6413
Professional designations
Listed by Planned Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Danielle Lechard is registered as an investment adviser representative in 4 states. Each was approved in August 2022.
- ColoradoSince 30 August 2022
- MarylandSince 30 August 2022
- OhioSince 31 August 2022
- TexasSince 30 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 21 July 2022 |
| Series 7TO | General Securities Representative Examination | 29 April 2021 |
| SIE | Securities Industry Essentials Examination | 2 February 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Danielle Kathleen Lechard
- CRD
- 7332229
- Firm
- Planned Financial Services · CRD 112879
- Office
- 7000 FITZWATER ROAD, SUITE 300, Cleveland, OH 44141
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- returnonlifewealth.com
Where does Danielle Lechard work?
Danielle Lechard is an investment adviser representative registered through Planned Financial Services, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Danielle Lechard a financial advisor?
Yes. Danielle Lechard has a current investment-adviser registration in Colorado, Maryland, Ohio and Texas, through Planned Financial Services since August 2022.
How many years of experience does Danielle Lechard have?
Danielle Lechard has 5 years in the financial industry, since June 2021, across 2 adviser firms.
What exams has Danielle Lechard passed?
Danielle Lechard has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2021.
Where is Danielle Lechard based?
Danielle Lechard’s registered office is in Cleveland, OH.
Is Danielle Lechard registered with FINRA?
Yes. Danielle Lechard has a current broker registration, under CRD 7332229.
Source: FINRA BrokerCheck
Is Danielle Lechard a CFP?
Planned Financial Services lists Danielle Lechard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Danielle Lechard’s record?
Search CRD 7332229 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Danielle Lechard’s full registration record.
