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Kekoa Pfau

GPS Wealth Strategies Group, LLC

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About Kekoa Pfau

Kekoa Pfau is an investment advisor representative at GPS Wealth Strategies Group, LLC, an independent investment advisor firm. Kekoa has a Series 66 license, a Series 7TO license, and a SIE license. Kekoa has been in the industry for more than a year. The firm provides financial planning services, portfolio management services for individuals, selection of other advisers, and consulting. The firm has offices in Centennial, CO.

Firm Information

Kekoa Pfau 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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Kekoa Pfau’s Registration & Firm History

CO

06/02/2023 - Present

GPS Wealth Strategies Group, LLC (Centennial CO)

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Licenses & Designations

BOTH

Issued 05/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kekoa Pfau.
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