Erik Utzinger (CRD# 4413113) is an Investment Advisor Representative working at Growstrong Wealth Strategies in Fort Collins, CO and has over 19 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Growstrong Wealth Strategies, LLC | Loveland, CO | Dec 2021 - Current | 2 |
| Growstrong Wealth Strategies, LLC | Loveland, CO | Sep 2020 - Current | 3 |
| Extraction Oil & Gas LLC | Denver, CO | Nov 2018 - Current | 5 |
| Shift Holdings, LLC | Broomfield, CO | Aug 2012 - Current | 11 |
| Independent Insurance Agent | Greenwood Village, CO | Jun 2001 - Current | 22 |
| Transamerica Financial Advisors, Inc. | Greenwood Village, CO | Jan 2012 - Sep 2020 | 8 |
| Academy Bank Na | Denver, CO | Jan 2016 - Dec 2016 | < 1 |
| Bank Of England | Denver, CO | Oct 2014 - Dec 2016 | 2 |
| First Choice Bank | Denver, CA | Mar 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- CO
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Total Assets Under Management95MILLIONS
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Total Number of Accounts797ACCOUNTS
-
Average Account Value$119,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, MT, NE, NH, OR, SC, SD, TX, UT, WA, WY
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