Kari Beers is not listed as a control person, but directly owns under 5% of Lord and Richards Wealth Management.
Lord and Richards Wealth Management is an investment adviser based in Highlands Ranch, CO, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $129 million, as filed on 4 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7834253
- Firm
- Lord and Richards Wealth Management · CRD 328907
- Role
- VP of Operations
- In role since
- February 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Highlands Ranch, CO
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kari Beers work?
Kari Beers has been VP of Operations of Lord and Richards Wealth Management, LLC since February 2023.
How can I verify Kari Beers’ record?
Kari Beers’ role is listed on Lord and Richards Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 328907.
