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William Allen Magnusson

GPS Wealth Strategies Group, LLC

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About William Allen Magnusson

William Allen Magnusson is a financial advisor with GPS Wealth Strategies Group, LLC. William has been a registered representative since 1997 and provides financial planning services to individuals, families, and businesses. William is a Certified Financial Planner and has a strong background in investment management. William also provides consulting services to clients. William is committed to helping clients reach their financial goals and objectives.

Firm Information

William Magnusson 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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William Magnusson’s Registration & Firm History

CO

01/30/2025 - Present

GPS Wealth Strategies Group, LLC (Centennial CO)

MA

02/28/1997 - 12/04/2000

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

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Licenses & Designations

IA

Issued 06/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 02/27/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Allen Magnusson.
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