Erik
Utzinger
Growstrong Wealth Strategies
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About this Advisor
Erik Utzinger is a financial advisor who works out of Loveland, Colorado with 3 years of relevant experience. Utzinger is an advisor for Growstrong Wealth Strategies. Over the course of their career, they have held roles at Independent Insurance Agent, Rental Property, Transamerica Financial Advisors, Inc, First Choice Bank, Shift Holdings, LLC, Bank Of England, Academy Bank Na, Growstrong Wealth Strategies, LLC and Extraction Oil & Gas LLC. Utzinger holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Growstrong Wealth Strategies is a financial advisory business based out of Loveland, CO. It has offices in three locations and a total of 11 financial advisors. It handles $84 million in assets under management among its 714 client accounts, making it one of the smaller firms in the United States by assets under management. Of its 714 customer accounts, just 5% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically are based on which services are offered. Fees charged by Growstrong Wealth Strategies may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Growstrong Wealth Strategies Brokerage Details
$84,200,000
11
714
$117,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Erik Utzinger Work History
Erik has been registered as a financial advisor for 3 years.*
Growstrong Wealth Strategies, LLC
Growstrong Wealth Strategies, LLC
Extraction Oil & Gas LLC
Shift Holdings, LLC
Independent Insurance Agent
Academy Bank Na
Bank Of England
Transamerica Financial Advisors, Inc
First Choice Bank
Rental Property
*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 Erik Utzinger 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 Growstrong Wealth Strategies
Loveland, CO
Fort Collins, CO
Prairie Village, KS
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, 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.
