Marcus Stookey, financial advisor Fort Collins CO

Marcus Stookey

CRD Number: 5891013
Current Firm: Growstrong Wealth Strategies

Marcus Stookey (CRD# 5891013) is an Investment Advisor Representative working at Growstrong Wealth Strategies in Fort Collins, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Growstrong Wealth Strategies, LLC Loveland, CO Sep 2021 - Current 2
Growstrong Wealth Strategies, LLC Loveland, CO Feb 2021 - Current 3
Netlaw Louisville, KY Feb 2019 - Current 5
Stookey Holding LLC Northglenn, CO Dec 2018 - Current 5
City Of Denver-denver International Airport Denver, CO Nov 2016 - Current 7
World Financial Group, Inc. Northglenn, CO Jan 2011 - Current 13
Guided Wealth Insurance, LLC Loveland, CO Feb 2021 - Jan 2023 1
Master Network Plano, TX Dec 2018 - Jan 2023 4
Serving In Style Denver, CT Oct 2011 - Jan 2023 11
Transamerica Financial Advisors, Inc. Northglenn, CO Apr 2014 - Feb 2021 6
Transamerica Financial Advisors, Inc. Northglenn, CO Jan 2012 - Feb 2021 9
Cativella Wood-fired Italian Denver, CO Apr 2017 - Aug 2018 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Marcus R. Stookey
Phone Number: 866-535-2774
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    797
    ACCOUNTS
  • Average Account Value
    $119,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, KS, LA, MN, MO, MT, NE, NH, OR, SC, SD, TX, UT, WA, WY

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