Unclaimed Profile

Erik Douglas Utzinger

GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, Colorado

Clean recordGROWSTRONG WEALTH STRATEGIES, LLC

736 WHALERS WAY, FORT COLLINS, CO 80525CRD# 4413113Firm CRD# 308299

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik Douglas Utzinger · FORT COLLINS, CO

Registration

CRD #4413113 · GROWSTRONG WEALTH STRATEGIES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erik Douglas Utzinger is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with GROWSTRONG WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Erik

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Erik is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

GROWSTRONG WEALTH STRATEGIES, LLC

GROWSTRONG WEALTH STRATEGIES

AUM

$106M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GROWSTRONG WEALTH STRATEGIES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEES

Regulatory

SEC/IARD CRD# 4413113

Firm CRD# 308299

View on FINRA BrokerCheck →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Erik Douglas Utzinger offer?

Erik Douglas Utzinger specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Erik Douglas Utzinger's credentials?

Erik Douglas Utzinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik Douglas Utzinger located?

Erik Douglas Utzinger is based in FORT COLLINS, Colorado, working with GROWSTRONG WEALTH STRATEGIES, LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Erik Douglas Utzinger charge for services?

Erik Douglas Utzinger's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GROWSTRONG WEALTH STRATEGIES, LLC?

GROWSTRONG WEALTH STRATEGIES, LLC has approximately 4 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →