Timothy Trier
Advisor at Lord and Richards
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lord and Richards
Location
Highlands Ranch, CO 80126
Credentials
Series 66
Industry experience
9 years
About
Timothy Trier is a financial advisor at Lord and Richards with nine years of industry experience. He holds a Series 66 designation and has previously worked at AE Wealth Management, Living Tower FMC, and Thrivent. Lord and Richards Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management, investment policy statements, and regular portfolio monitoring. The firm employs a variety of analytical methods and manages portfolios primarily composed of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.
Expertise
Based on Lord and Richards
Active portfolio management
Passive / index investing
Wealth management
Fee options
$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%
Location
8744 Lucent Blvd Suite 100
Highlands Ranch, CO 80126
Most active in
Timothy T has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Lord and Richards Wealth Management, LLC
2024 - Present (2 years)
AE Wealth Management, LLC
2023 - Present (3 years)
Living Tower FMC
2019 - 2023 (4 years)
Thrivent
2016 - 2023 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Mark T
Series 63, Series 66
Parker, CO
Elite Wealth Management
Bart S
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
Timothy S
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
Theresa K
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Chris L
Series 63, Series 66
Centennial, CO
Visionary Planning & Investment, LLC
Stephen S
Series 63, Series 65
Highlands Ranch, CO
Evergreen Investment Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")