Andrew T. Dodds
DODDS WEALTH | Founder and Wealth Manager
GREENWOOD VILLAGE, CO 80111
CRD#: 2143266
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Andrew T DoddsDODDS WEALTH
Professional summary
Andrew T Dodds, CFP® is a registered financial advisor currently at DODDS WEALTH, LLC located in Greenwood Village, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Andrew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Biography
Andrew received his Economics degree from Stanford University. He launched Dodds Wealth Management Group in 1991, with the primary goal of helping clients find financial confidence. Andrew has 28 years of experience in the industry and received his CFP in 1995. He was recognized in 2018 and 2019 by Forbes as one of the Best-In-State Wealth Advisors and in 2015, 2016 & 2017 as one of the Financial Times Top 400 Financial Advisors.
Andrew is the lead advisor at Dodds Wealth Management Group and oversees all aspects of client management at the firm. As the company’s investment strategist, he is responsible for selecting investments and setting our long-term investment strategy with the ultimate goal of delivering financial confidence for every client.
Andrew treasures time with friends and family; especially his wife, May, and sons, Drew and John Michael. A frequent traveler, Andrew loves Punta Mita, Mexico, where he surfs along the Pacific coastline. His love of fine art and watercolor painting serve as creative outlets and keep him both relaxed and challenged. He is proud to be a member of the Colorado Watercolor Society.
Question & Answer
What are your service offerings?
Trust & estate planning
Financial planning
Trading individual securities
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew T Dodds's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1995
Experience
Current
January 8, 2023 - Present
DODDS WEALTH, LLC
Office #1: 5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111RIA
CRD#: 323632
GREENWOOD VILLAGE, CO
Past
August 27, 2025 - March 3, 2026
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past
September 14, 2004 - May 15, 2023
DODDS WEALTH MANAGEMENT GROUP
RIA
CRD#: 131734
GREENWOOD VILLAGE, CO
Past
February 13, 2003 - April 25, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
GREENWOOD VILLAGE, CO
Past
February 13, 2003 - March 3, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
GREENWOOD VILLAGE, CO
Past
January 1, 1999 - February 27, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ENGELWOOD, CO
Past
May 10, 1991 - February 27, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 10, 1991 - February 27, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DODDS WEALTH, LLC
DODDS WEALTH, LLC
CRD#: 323632 / SEC#: 801-127016
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/8/2023)
IAR
Texas(2/10/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
DW
DODDS WEALTH, LLC
DODDS WEALTH, LLC
CRD#: 323632 / SEC#: 801-127016
RIA
Registered Investment Advisory firm - (12/8/2022 Approved)Loading...
Contact information
Main Address
5251 Dtc Parkway Ste 720, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 539-3900
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,276 |
| AUM (Assets Under Management) | $ 637,995,577 |
Red Flags
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Company Information
DODDS WEALTH, LLC
Founder and Wealth ManagerCRD#: 323632Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
