Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stenzel is a financial advisor with Lord and Richards. Andrew has been in the financial industry for over 10 years. Andrew is registered with the state of Colorado as an Investment Advisor Representative. Andrew has Series 7, SIE, and Series 66 licenses and has worked with LPL Financial, LLC. Andrew is also a registered Investment Advisor Representative with Waddell & Reed. Andrew has experience in both investment and insurance services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CO
06/18/2024 - Present
Lord AND Richards (HIGHLANDS RANCH CO)
CO
07/21/2021 - 06/17/2024
LPL FINANCIAL LLC (BOULDER CO)
CO
06/05/2020 - 07/21/2021
WADDELL & REED (BOULDER CO)
CO
09/19/2013 - 06/08/2020
EDWARD JONES (THORNTON CO)
BOTH
Issued 11/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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