LORD AND RICHARDS WEALTH MANAGEMENT, LLC of HIGHLANDS RANCH, CO is an SEC-registered investment adviser (CRD 328907). Regulatory assets under management: $128.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Jason Christopher Vander Pol | CHIEF COMPLIANCE OFFICER | — |
| Colin Timothy Richards | MANAGING PARTNER AND PRESIDENT | — |
| Kari Dawn Beers | VP OF OPERATIONS | — |
| Edmund Douglas Robinson | CHIEF COMPLIANCE OFFICER | Highlands Ranch, CO |
| Dylan Loyall Schoonover | CHIEF GROWTH OFFICER | — |
| VANDER POL JASON CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| RICHARDS COLIN TIMOTHY | MANAGING PARTNER AND PRESIDENT | — |
| Schoonover Dylan Loyall | CHIEF GROWTH OFFICER | — |
| Beers Kari Dawn | VP OF OPERATIONS | — |
| Timothy Edward Nelson | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PLANO | TX | 3 | (972) 945-0025 |
| PLANO | TX | 3 | (972) 945-0025 |