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Andrea Rae Lechman

Edward Jones

Windsor, CO

CRD 7342091

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-16
CO RA APPROVED 2021-05-04
  • TX RA
    APPROVED
    Since 2021-09-16
  • CO RA
    APPROVED
    Since 2021-05-04

Branch Locations

1299 Main Street Suite B, Windsor, CO 80550 • 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
Edward Jones St Louis MO 03/2021 Present
Guttersen Family Eaton CO 02/2017 02/2021
K Adams Re/Max Alliance Windsor CO 10/2008 08/2017
House Cleaner Windsor CO 08/2017 02/2021
  • 03/2021 → Present
    Edward Jones
    St Louis, MO
  • 02/2017 → 02/2021
    Guttersen Family
    Eaton, CO
  • 10/2008 → 08/2017
    K Adams Re/Max Alliance
    Windsor, CO
  • 08/2017 → 02/2021
    House Cleaner
    Windsor, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
  • S66 Uniform Combined State Law Examination
    2021-05-03
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Andi Akers
  • Andrea Akers
  • Andi Lechman

View on SEC IAPD

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