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Todd Lebor, portrait

Todd Lebor

CEO/CCO at TNL Asset Management in Boulder, CO

Investment adviser registrationUpdated

Todd Lebor is CEO/CCO of TNL Asset Management LLC, an investment adviser managing $139M, and works from its Boulder, CO office. Todd Lebor has been registered as an investment adviser representative through TNL Asset Management since 13 October 2005 and has 21 years in the industry across 2 firms.

21
Years in industry
21
Years at firm
2
Adviser firms
6
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Todd Lebor has been CEO/CCO of TNL Asset Management since September 2005, is a control person of the firm and directly owns 75% or more of it. Todd Lebor studied at Boston University School of Management.

TNL Asset Management LLC is a Boulder, CO firm with $139M under management, 164 clients and 3 advisers across 2 offices, as of its February 2026 filing.

Todd N. Lebor is President, Founder, and Principal Advisor of Snowball Wealth Management, LLC (formerly TNL Asset Management LLC). He has been managing money professionally since 1997. Early in his career, he worked in the private and public real estate industries, and later in equity research with The Motley Fool and then Morningstar. A deal to merge TNL Asset Management with Knopinski & Fauver Financial Advisors was consummated in mid-2016.

Todd Lebor’s longest registration is the current one, 21 years at TNL Asset Management since 2005.

  1. FartherAlso current
    – present · under a year
    Boulder, CO · Adviser representative · Firm CRD 302050
  2. – present · 21 years
    Boulder, CO · Adviser representative · Firm CRD 137419

Credentials and registrations

Professional designations

Listed by TNL Asset Management

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Todd Lebor is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from October 2005; the most recent is Texas, in July 2026.

  • ArizonaSince 30 June 2022
  • CaliforniaSince 9 November 2022
  • ColoradoSince 22 July 2016
  • IllinoisSince 13 October 2005
  • TexasResidentSince 1 March 2016
  • TexasSince 17 July 2026

Examinations

No examinations are on Todd Lebor’s record.

Key facts

Full name
Todd Nichols Lebor
CRD
5039931
Firm
TNL Asset Management · CRD 137419
Role
CEO/CCO
Office
3445 PENROSE PLACE, SUITE 130, Boulder, CO 80301
Registration
Investment adviser registration
In the industry since
October 2005
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Todd Lebor work?

Todd Lebor has been CEO/CCO of TNL Asset Management LLC since September 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 February 2026

Is Todd Lebor a financial advisor?

Yes. Todd Lebor has a current investment-adviser registration in Arizona, California, Colorado, Illinois, Texas and Texas, through TNL Asset Management since October 2005.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Todd Lebor have?

Todd Lebor has 21 years in the financial industry, since October 2005, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

Where is Todd Lebor based?

Todd Lebor’s registered office is in Boulder, CO.

Source: IAPD individual record, checked 22 October 2026

Is Todd Lebor registered with FINRA?

No. Todd Lebor has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Todd Lebor a CFP?

TNL Asset Management lists Todd Lebor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Todd N. Lebor, CPA, CFP® biography, snowballwm.com

How can I verify Todd Lebor’s record?

Search CRD 5039931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Lebor’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Sources

  1. IAPD individual record, CRD 5039931, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of TNL Asset Management LLC, filed 27 February 2026. Title, control and ownership bands.
  3. TNL Asset Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.