Andrew Jay Stenzel
Investment adviser representative at Lord and Richards
13 yearsExperience
1 stateRegistered in
$128.8MFirm assets
2 yearsFirm in business
Are you Andrew Jay Stenzel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lord and RichardsJun 2024 to now
- Lord and Richards Wealth Management, LLCJun 2024 to now
- Lords and RichardsJun 2024 to now
- LPL Financial, LLCJun 2020 to now
- Various Insurance Carriers for W&r Insurance AgenciesJun 2020 to Jul 2021
- Waddell & Reed, Inc.Jun 2020 to Jul 2021
- Edward JonesJan 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CO).
Lord and Richards
Legal name: Lord and Richards Wealth Management, LLC
$128.8MAssets managed
1,228Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6232864
- Firm CRD
- 328907