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 based in Englewood, Colorado, working with Gps Wealth Strategies Group, LLC. Anna has previously held positions at Lpl Financial, Starbucks, Transamerica, and Gps Wealth Strategies Group. Anna has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Anna is part of Gps Wealth Strategies Group, LLC, which operates out of Englewood, Colorado. The firm has 6 offices and 33 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Gps Wealth Strategies Group, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

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

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

$1,068,225,664

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

33

CO Average: 28
Total Number of Accounts

4,455

CO Average: 1,101
Average Account Size

$239,781

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

2023 - Present (2 years)

Gps Wealth Strategies Group

2018 - Present (7 years)

Lpl Financial

2015 - 2016 (1 year)

Transamerica

2011 - 2019 (8 years)

Starbucks

Created with Highcharts 6.0.7

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

Katherine Preston
Basalt, CO
Levi Knutson
Englewood, CO
Benjamin Andrews
Englewood, CO
Ryan Nuu
Englewood, CO
Lloyd Sprague
Englewood, CO
Kekoa Pfau
Littleton, CO
Elizabeth Windisch
Denver, CO
Kennedy Kozakowski
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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