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Susan Elizabeth Lehnerd

Mercer Global Advisors Inc.

Hockessin, DE

Denver, CO

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Current Employers
Mercer Global Advisors Inc.

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-13
DE RA APPROVED 2023-07-24
  • PA RA
    APPROVED
    Since 2024-08-13
  • DE RA
    APPROVED
    Since 2023-07-24

Branch Locations

7234 Lancaster Pike Suite 220A, Hockessin, DE 19707 • United States

1200 17Th Street Suite 2000, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mallard Financial Partners Inc Newark DE 01/2014 06/2023
Mercer Global Advisors Inc. Hockessin DE 07/2023 Present
Previous Registrations
  • 2014-06-11 → 2024-02-13
    Mallard Financial Partners Inc
    Newark, DE
  • 2012-02-13 → 2013-12-31
    Mallard Advisors, Llc
    Newark, DE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-15
  • S65 Uniform Investment Adviser Law Examination
    2009-11-15
Designations
Other Names
  • Susan Lehnerd Etkins

View on SEC IAPD

Other Firms

ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SHERPA CAPITAL MANAGEMENT
EDWARD JONES
INDEPENDENT FINANCIAL PARTNERS
FOUNDERS FINANCIAL SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

MATTHEW THOMAS HENAGHAN
Michael Morgan Tolliver
WILLIAM MATTHEW BURRIS
PETER JOHN SUCCOSO
SCOTT HOTTEL CHAPIN
PETER J SEELAUS
DAVID ROCCO L'ERARIO
LAWRENCE EARL SPRINGER

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Hockessin, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Hockessin, DE
OSAIC WEALTH, INC. · HOCKESSIN, DE
OSAIC WEALTH, INC. · Hockessin, DE
SHERPA CAPITAL MANAGEMENT · HOCKESSIN, DE
EDWARD JONES · HOCKESSIN, DE
INDEPENDENT FINANCIAL PARTNERS · Hockessin, DE
FOUNDERS FINANCIAL SECURITIES LLC · Hockessin, DE

More in Hockessin, DE

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