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Katherine Preston

GPS Wealth Strategies Group, LLC

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About Katherine Preston

Katherine Preston is a registered investment advisor representative with GPS Wealth Strategies Group, LLC. Katherine has been in the securities industry since June 2014. Katherine is also registered as an investment advisor representative in Texas and has passed the Series 66, Series 7 and SIE exams. Katherine has experience with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Katherine provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Katherine is also a registered representative with LPL Financial LLC.

Firm Information

Katherine Preston is currently registered with GPS Wealth Strategies Group, LLC. GPS Wealth Strategies Group, LLC is an investment advisor headquartered in Centennial, Colorado. The firm manages approximately $1 billion to $10 billion in assets and has 24 registered representatives. GPS Wealth Strategies Group, LLC provides financial planning, portfolio management for individuals, and pension consulting services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations.
GPS Wealth Strategies Group, LLC

6484 SOUTH QUEBEC STREET

CENTENNIAL, CO 80111

$1.07B

Assets Under Management

143

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Preston’s Registration & Firm History

CO

03/23/2024 - Present

GPS Wealth Strategies Group, LLC (Basalt CO)

CO

06/04/2014 - 03/25/2024

EDWARD JONES (BASALT CO)

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Licenses & Designations

BOTH

Issued 07/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Katherine Preston. Review regulatory record here.
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