Littleton, CO Office

Team
Updated today
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&PARTNERS

Enterprise

Firm-wide stats for &PARTNERS

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

&Partners serves a broad mix of individual and institutional clients, including high‑net‑worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses and corporations. The firm provides investment management, financial and tax planning, ERISA 3(21) consulting, retirement‑plan participant discretionary management and brokerage services under its dual registration as a registered investment adviser and a broker‑dealer.

Investment management is offered on discretionary and non‑discretionary bases using the Envestnet portfolio platform and NFS brokerage infrastructure, and accounts may be managed directly by an &Partners financial advisor or by third‑party managers selected through the firm’s due‑diligence processes. The firm uses a mix of fundamental, technical and quantitative analysis, model portfolios and both proprietary and third‑party strategies, with ongoing monitoring and periodic account reviews.

Distinctive features disclosed in the brochure include &Partners’ registration as a municipal advisor and its capacity to act in underwriting and municipal advisory roles, the firm’s continued use of transaction‑based compensation and occasional principal trades in addition to advisory fees, and the availability of subscription research products such as a paid weekly market commentary. The firm has also expanded third‑party advisory earnings arrangements—under which some financial advisors share a portion of their advisory revenues with a third party in exchange for an equity interest—and many financial advisors are indirect owners of the holding company, arrangements the firm identifies and supervises in its disclosures.

Based on &PARTNERS

Expertise

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Based on &PARTNERS

Occupation focus

Founder/Business Owner Executive Retired

Based on &PARTNERS

Location

1899 W Littleton Blvd.

Littleton CO 80120

Advisors at this office

5

Advisors at this office

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Kenneth L

Series 63, Series 65

Littleton, CO

&PARTNERS

Kenneth Lang is a financial advisor at &Partners with Series 63 and Series 65 licenses and 56 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 1990 to 2025. Lang serves as a FINRA arbitrator. &Partners serves individual and institutional clients, including high-net-worth individuals and charitable organizations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, managing accounts on discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Andrew L

Series 63, Series 65

Littleton, CO

&PARTNERS

Andrew Lang is a financial advisor at &PARTNERS with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 26 years. Outside of his advisory role, Lang serves on the Business and Entrepreneurship Education Committee for Littleton Public Schools and is a director of the Littleton Business Chamber. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial services such as investment management, financial and tax planning, and ERISA consulting using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Todd L

CFP®, Series 63, Series 65

Littleton, CO

&PARTNERS

Todd Lang is a CFP® professional with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent over 25 years at Wells Fargo Advisors and Wells Fargo Clearing. Lang is co-trustee for the Lang Investment Group 401(k) plan and has significant ownership in Lang Investment Group, supporting a separate financial practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm provides investment management, financial and tax planning, and a range of advisory services, utilizing a mix of in-house and third-party investment strategies with ongoing portfolio monitoring.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Gabrielle S

Series 63, Series 66

Littleton, CO

&PARTNERS

Gabrielle Sherry is a financial advisor at &Partners with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of advising, she serves on the Meadowglenn HOA Architecture Committee in Westminster, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and third-party managers. The firm operates as a registered investment adviser and broker-dealer with capabilities in municipal advisory and underwriting services.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

Jill S

Series 66

Littleton, CO

&PARTNERS

Jill Swank is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and previously worked for Wells Fargo Advisors Financial Network LLC for 15 years. She joined &PARTNERS in 2025. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering a range of services such as investment management, financial and tax planning, and municipal advisory through its dual registration as an investment adviser and broker-dealer.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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