Andrew
Stenzel

Lpl Financial LLC

CRD#6232864
Investment Advisor
in Boulder, CO

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About this Advisor

Andrew Stenzel is a financial advisor operating in Boulder, Colorado, with 2 years of relevant experience. Stenzel is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Edward Jones, Wells Fargo and Lpl Financial, LLC. Stenzel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Colorado, Florida, South Dakota and Texas. Lpl Financial LLC is an advisory business based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in assets under management among its 1,688,501 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have more than $1 million in assets available to invest. Lpl Financial LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees vary depending on the financial services offered. Fee types charged by Lpl Financial LLC most likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1200 28Th St, Ste 200
Boulder, CO 80303

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

CO Average: $646,059,043
Total Number of Employees

31,366

CO Average: 13
Total Number of Accounts

1,688,501

CO Average: 661
Average Account Size

$217,956

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Stenzel Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Lpl Financial, LLC

2020 - 2021 (1 year)

Waddell & Reed, Inc

2020 - 2021 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2020 (6 years)

Edward Jones

2013 - 2020 (7 years)

Edward Jones

2009 - 2014 (5 years)

Wells Fargo

2008 - 2013 (5 years)

Wells Fargo

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Stenzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Joseph Praino
Purchase, NY
Daniel Gielow
Festus, MO
Bridget Platania
Arlington Heights, IL
Eric Shore
Danville, IL
Aaron Belgard
Guntersville, AL
Jon Mcknight
Dyersburg, TN
Karen Soule
Boston, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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