Elizabeth
Windisch
Gps Wealth Strategies Group, LLC
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About this Advisor
Elizabeth Windisch is a certified financial planner working out of Denver, Colorado who has 5 years of relevant experience. Windisch is on the advisory team at Gps Wealth Strategies Group, LLC. Their career trajectory has included roles at Wedbush Securities, United Capital Financial Advisers, LLC, Girard Securities, Inc, Cetera Advisor Networks LLC, Lpl Financial LLC and Gps Wealth Stategies Group, LLC. Windisch maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado. Gps Wealth Strategies Group, LLC is a registered investment company headquartered in Englewood, CO. The firm has offices in eight locations and a total of 36 advisors. It controls $880 million in total assets among its 4,514 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 4,514 accounts, 25% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by Gps Wealth Strategies Group, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gps Wealth Strategies Group, LLC Brokerage Details
$879,899,427
36
4,514
$194,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Elizabeth Windisch Work History
Elizabeth has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Gps Wealth Stategies Group, LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
United Capital Financial Advisers, LLC
Wedbush Securities
*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 Elizabeth Windisch 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
Littleton, CO
Englewood, CO
Littleton, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, 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.
