Stifel, Nicolaus & Company
42yrs
Top advisor by experience in Greeley
9yrs
Todd Andre is a fiduciary financial advisor in Greeley, Colorado, with 9 years in the industry. After less than a year at Investment Centers of America, Todd joined LPL Financial in 2017, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Greeley, and one of 71 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1120 38th Avenue Unit 1, Greeley, CO 80634
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowLPL Financial LLCCurrent firm
- Oct 2017 – Nov 2017Investment Centers of America, Inc.Previously
Contact Todd
1120 38th Avenue Unit 1Greeley, CO 80634Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call LPL Financial at (704) 733-3300 and ask for Todd Andre. Todd works from the Greeley, CO office.
How long has Todd been a financial advisor?
Todd has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Todd hold?
Series 66. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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