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Andrew Jay Stenzel

Lord And Richards

Highlands Ranch, CO

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Current Employers
Lord And Richards

8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-18
  • CO RA
    APPROVED
    Since 2024-06-18

Branch Locations

8744 Kendrick Castillo Way Suite 100, Highlands Ranch, CO 80129 • 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
Waddell & Reed, Inc. Boulder CO 06/2020 07/2021
Various Insurance Carriers For W&R Insurance Agencies Broomfield CO 06/2020 07/2021
Edward Jones Thornton CO 01/2013 06/2020
Lpl Financial, Llc Boulder CO 07/2021 Present
Lord And Richards Wealth Management, Llc Highlands Ranch CO 06/2024 Present
Lords And Richards Highlands Ranch CO 06/2024 Present
Lpl Financial, Llc Boulder CO 06/2020 06/2024
  • 06/2020 → 07/2021
    Waddell & Reed, Inc.
    Boulder, CO
  • 06/2020 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Broomfield, CO
  • 01/2013 → 06/2020
    Edward Jones
    Thornton, CO
  • 07/2021 → Present
    Lpl Financial, Llc
    Boulder, CO
  • 06/2024 → Present
    Lord And Richards Wealth Management, Llc
    Highlands Ranch, CO
  • 06/2024 → Present
    Lords And Richards
    Highlands Ranch, CO
  • 06/2020 → 06/2024
    Lpl Financial, Llc
    Boulder, CO
Previous Registrations
  • 2021-07-21 → 2024-06-17
    Lpl Financial Llc
    Boulder, CO
    Broomfield, CO
  • 2020-06-05 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Boulder, CO
  • 2013-11-19 → 2020-06-08
    Edward Jones
    Broomfield, CO
    Westminster, CO
    Denver, CO
    St Louis, MO
    Thornton, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-18
  • S66 Uniform Combined State Law Examination
    2013-11-18
Other Names
  • Andrew Stenzel
  • Andrew Jay Stenzel
  • Andy Stenzel

View on SEC IAPD

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