Todd N. Lebor
SNOWBALL WEALTH MANAGEMENT
Boulder, CO 80301
Some features on this profile are disabled
CRD#: 5039931
Professional summary
Todd Nichols Lebor, CFP® is a registered financial advisor currently at SNOWBALL WEALTH MANAGEMENT located in Boulder, Colorado.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Todd has worked at 1 firm .
Question & Answer
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.
I AM AND HAVE BEEN SINCE JANUARY 2004 THE MANAGER AND MEMBER OF A FAMILY REAL ESTATE HOLDING COMPANY. THE BUSINESS IS LEBOR HOLDINGS, LTD, AN OHIO LLC. THE BUSINESS IS RUN FROM MY HOUSE AT 6534 Legend Ridge Trail, Niwot CO 80503. APPROXIMATE MONTHLY HOURS ARE 1-2, BUT THOSE HOURS RARELY CONFLICT WITH SECURITIES TRADING HOURS. THE BUSINESS INVESTS PRIMARILY IN REAL ESTATE AND LIMITED PARTNERSHIPS, BUT DOES HAVE A BROKERAGE ACCOUNT USED MAINLY FOR HOLDING SHORT-TERM CASH AND FOR LIQUIDITY PURPOSES. MY DUTIES INCLUDE, BUT ARE NOT LIMITED TO, ACCOUNTING AND TAX RESPONSIBILITIES, COLLECTION OF RENT, DISBURSEMENT OF MEMBER DISTRIBUTIONS, LEASE AND BUY/SELL NEGOTIATIONS, AND GENERAL CORRESPONDENCE WITH MEMBERS AND OTHER BUSINESS AFFILIATES. THE BUSINESS IS INVESTMENT-RELATED AS IT PERTAINS TO REAL ESTATE.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Nichols Lebor'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: 2005
Experience
Current
October 13, 2005 - Present
SNOWBALL WEALTH MANAGEMENT
Office #1: 3445 Penrose Place Suite 130, Boulder, CO 80301RIA
CRD#: 137419
Boulder, CO
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".
SW
SNOWBALL WEALTH MANAGEMENT
SNOWBALL WEALTH MANAGEMENT | TNL ASSET MANAGEMENT LLC
CRD#: 137419 / SEC#: 801-130346
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Arizona
Registered Investment Advisory firm - (11/11/2024 Terminated)California
Registered Investment Advisory firm - (12/11/2024 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (11/11/2024 Terminated)Texas
Registered Investment Advisory firm - (11/11/2024 Terminated)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
Arizona(6/30/2022)
IAR
California(11/9/2022)
IAR
Colorado(7/22/2016)
IAR
Illinois(10/13/2005)
IAR
Texas(3/1/2016)
Exams
Current Firm
SW
SNOWBALL WEALTH MANAGEMENT
SNOWBALL WEALTH MANAGEMENT | TNL ASSET MANAGEMENT LLC
CRD#: 137419 / SEC#: 801-130346
RIA
Registered Investment Advisory firm - (5/24/2024 Approved)Arizona
Registered Investment Advisory firm - (11/11/2024 Terminated)California
Registered Investment Advisory firm - (12/11/2024 Terminated)Colorado
Registered Investment Advisory firm - (11/14/2024 Terminated)Illinois
Registered Investment Advisory firm - (11/11/2024 Terminated)Texas
Registered Investment Advisory firm - (11/11/2024 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
3445 Penrose Place Suite 130, Boulder, CO 80301
Mailing Address
Phone number
(303) 666-6292
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 145 |
| AUM (Assets Under Management) | $ 130,500,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SNOWBALL WEALTH MANAGEMENT
CRD#: 137419Boulder, CO 80301TRUST BUT VERIFY
Monitor Todd Lebor
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
