Anna
Graff

Gps Wealth Strategies Group, LLC

CRD#6994730
Investment Advisor
in Englewood, CO

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About this Advisor

Anna Graff is a financial advisor working in Englewood, Colorado. Graff currently works for Gps Wealth Strategies Group, LLC. The advisor has gained experience at Lpl Financial, Starbucks, Transamerica and Gps Wealth Strategies Group. Graff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. Gps Wealth Strategies Group, LLC is a firm that has its headquarters in Englewood, CO. The company has offices in eight locations and a total of 36 advisors. It has $880 million in assets across its 4,514 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 4,514 client accounts, 25% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically are based on which services the firm provides the client. However, fee types billed by Gps Wealth Strategies Group, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8301 E. Prentice Ave., Ste. 403
Englewood, CO 80111

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Gps Wealth Strategies Group, LLC Brokerage Details

Total Assets Under Management

$879,899,427

CO Average: $2,349,664,866
Total Number of Employees

36

CO Average: 28
Total Number of Accounts

4,514

CO Average: 1,101
Average Account Size

$194,927

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Anna Graff Work History

Anna has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Gps Wealth Strategies Group

2018 - Present (6 years)

Lpl Financial

2015 - 2016 (1 year)

Transamerica

2011 - 2019 (8 years)

Starbucks

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anna Graff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gps Wealth Strategies Group, LLC

Ryan Nuu
Littleton, CO
Jeffrey Hutcheson
Littleton, CO
Alexander Goldstein
Englewood, CO
Levi Knutson
Englewood, CO
Courtney Rosepink
Englewood, CO
Kathryn Lizotte
Englewood, CO
Madison Gore
Englewood, CO
Samuel Grizzle
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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