Steven Elsworth Lachance

Employer firm

Lachance Wealth Partners CRD 334912

$2.40M regulatory AUM 6 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Lachance Wealth Partners

Shaker Heights, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-04-11

OH RA
APPROVED

Since 2025-04-11

Branch Locations

Shaker Heights, OH • 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

Organization	City	State	From	To
Hd Vest Investment Services	Ypsilanti	MI	06/2017	03/2018
Owens Corning	Toledo	OH	08/2015	03/2017
The Searchlite	Ypsilanti	MI	04/2017	12/2020
Lachance Wealth Partners	Cleveland Heights	OH	01/2025	Present
Giraffe Design Build	Cleveland Heights	OH	12/2020	04/2025
Discernr Inc.	Cleveland Heights	OH	11/2020	Present

06/2017 → 03/2018

Hd Vest Investment Services

Ypsilanti, MI
08/2015 → 03/2017

Owens Corning

Toledo, OH
04/2017 → 12/2020

The Searchlite

Ypsilanti, MI
01/2025 → Present

Lachance Wealth Partners

Cleveland Heights, OH
12/2020 → 04/2025

Giraffe Design Build

Cleveland Heights, OH
11/2020 → Present

Discernr Inc.

Cleveland Heights, OH

Other Businesses

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

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-13
S66	Uniform Combined State Law Examination	2017-09-18

S65 Uniform Investment Adviser Law Examination

2025-01-13
S66 Uniform Combined State Law Examination

2017-09-18

View on SEC IAPD