Advisor at Lord and Richards
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Firm
Lord and Richards
Location
Highlands Ranch, CO 80129
Credentials
Series 66
Industry experience
12 years
Andrew Stenzel is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Lord and Richards, where he has been since 2024, following prior roles at LPL Financial, Waddell & Reed, and Edward Jones. Lord and Richards Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and tailored investment policy statements. The firm employs a variety of analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority aligned with clients’ risk tolerance and time horizon.
Based on Lord and Richards
$0 - $1,000,000: 1.50% $1,000,001 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
8744 Kendrick Castillo Way, Suite 100
Highlands Ranch, CO 80129
Colorado
Lords and Richards
2024 - Present (2 years)
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
LPL Financial, LLC
2021 - Present (5 years)
LPL Financial, LLC
2020 - 2024 (4 years)
Various Insurance Carriers For W&R Insurance Agencies
2020 - 2021 (1 year)
Waddell & Reed, INC.
2020 - 2021 (1 year)
Edward Jones
2013 - 2020 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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