Levi Knutson (CRD# 6317104) is an Investment Advisor Representative working at Gps Wealth Strategies Group, LLC in Greenwood Village, CO and has over 8 years of experience in the finance industry. Levi Knutson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gps Wealth Strategies Group, LLC | Greenwood Village, CO | Jan 2017 - Current | 7 |
| Lpl Financial LLC | Greenwood Village, CO | Jun 2015 - Current | 8 |
| Aspen Wealth Management / Lpl Financial | Greenwood Village, CO | Apr 2015 - Jun 2015 | < 1 |
| Chemnitz 99ers | Chemnitz, | Aug 2014 - Mar 2015 | < 1 |
| Aspen Wealth Management / Lpl Financial | Greenwood Village, CO | Mar 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- CO
- TX
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Total Assets Under Management1,068MILLIONS
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Total Number of Accounts4,455ACCOUNTS
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Average Account Value$239,781
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AR, AZ, CA, CO, FL, GA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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