Todd N. Lebor
SNOWBALL WEALTH MANAGEMENT
BOULDER, CO 80301
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CRD#: 5039931
Todd Nichols LeborSNOWBALL WEALTH MANAGEMENT
Professional summary
Todd Nichols Lebor, CFP® is a registered financial advisor currently at SNOWBALL WEALTH MANAGEMENT located in Boulder, Colorado and FARTHER 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 2 firms .
At a Glance
Always Fiduciary
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
Current
July 17, 2026 - Present
FARTHER
Office #1: 3445 Penrose Place Suite 130, Boulder, CO 80301RIA
CRD#: 302050
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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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
Arizona(6/30/2022)
IAR
California(11/9/2022)
IAR
Colorado(7/22/2016)
IAR
Illinois(10/13/2005)
IAR
Texas(3/1/2016)
IAR
Texas(7/17/2026)
Exams
Current Firm
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Loading...
Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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