Andrew Stenzel, financial advisor Highlands Ranch CO

Andrew Stenzel

CRD Number: 6232864
Current Firm: Lord And Richards

Andrew Stenzel (CRD# 6232864) is an Investment Advisor Representative working at Lord And Richards in Highlands Ranch, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Lord And Richards Wealth Management, LLC Highlands Ranch, CO Jun 2024 - Current < 1
Lords And Richards Highlands Ranch, CO Jun 2024 - Current < 1
Lpl Financial, LLC Boulder, CO Jul 2021 - Current 3
Lpl Financial, LLC Boulder, CO Jun 2020 - Jun 2024 4
Waddell & Reed, Inc. Boulder, CO Jun 2020 - Jul 2021 1
Various Insurance Carriers For W&r Insurance Agencies Broomfield, CO Jun 2020 - Jul 2021 1
Edward Jones Thornton, CO Jan 2013 - Jun 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Andrew J. Stenzel
Phone Number: 720-214-6801
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    823
    ACCOUNTS
  • Average Account Value
    $116,064
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, NE, TX

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