Unclaimed
Levi Knutson is a financial advisor at GPS Wealth Strategies Group, LLC, a registered investment advisor firm with offices in Centennial and Greenwood Village, Colorado. Levi has been a financial advisor for over 8 years and holds the Series 66, Series 7 and SIE securities licenses. Levi is also a Certified Financial Planner®. Levi specializes in providing financial planning and investment management services for individuals, families, businesses, and retirement plans. Levi is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
CO
11/09/2021 - Present
GPS Wealth Strategies Group, LLC (CENTENNIAL CO)
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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