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VP of Operations · Lord and Richards

Kari D. Beers

CRD 7834253 · Named on Form ADV at one SEC-registered adviser

At a glance

Lord and Richards, an SEC-registered wealth manager based in Highlands Ranch, CO with $129 million in regulatory assets, lists Kari D. Beers on its Form ADV as VP of Operations.

Firms and roles

  • Lord and RichardsVP of OperationsWealth manager · Highlands Ranch, CO · $129M in regulatory assets

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Kari’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kari’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.