Unclaimed Profile

Erik Douglas Utzinger

GROWSTRONG WEALTH STRATEGIES, LLC·FORT COLLINS, Colorado

SIE, Series 6, Series 26, Series 63, Series 65Clean record21 years registeredGROWSTRONG 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 · 21 years registered

Brand Profile

Not yet started

Career History

GROWSTRONG WEALTH STRATEGIES

Sep 2020 – present

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2012 – Sep 2020

NORTHGLENN, CO

INVESTMENT ADVISORS INTERNATIONAL, INC.

Jul 2006 – Jan 2012

WESTMINSTER, CO

INTERSECURITIES, INC.

Feb 2005 – Aug 2006

NORTHGLENN, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · February 16, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GROWSTRONG WEALTH STRATEGIES, LLC

CRD 308299 · SEC 801-120506

AUM

$106M

Regulatory assets under management

Employees

702 client accounts

Services offered by GROWSTRONG WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GROWSTRONG WEALTH STRATEGIES, LLC →

Introduction

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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.

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