Gina
Waite

Growstrong Wealth Strategies

CRD#4711584
Investment Advisor
in Fort Collins, CO

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About this Advisor

Gina Waite is a financial advisor based in Fort Collins, Colorado, working with Growstrong Wealth Strategies. Gina has previously held positions at World Financial Group, Transamerica Financial Advisors, Inc, Purshe Kaplan Sterling Investments, Global View Capital Management, LTD, Global View Capital Insurance, LTD, Global View Capital Advisors, LTD, Equinox Financial, Growstrong Wealth Strategies, LLC, and Guided Wealth Insurance, LLC. Gina has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Gina is part of Growstrong Wealth Strategies, which operates out of Fort Collins, Colorado. The firm has one office and five employees. The firm manages assets totaling $94.9 million and serves high-net-worth clients. 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 educational seminars. The fee structure at Growstrong Wealth Strategies includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

736 Whalers Way Suite G100
Fort Collins, CO 80525

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Growstrong Wealth Strategies Brokerage Details

Total Assets Under Management

$94,891,000

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

5

CO Average: 28
Total Number of Accounts

797

CO Average: 1,101
Average Account Size

$119,060

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
  • Educational seminars/workshops

Gina Waite Work History

2021 - Present (4 years)

Growstrong Wealth Strategies, LLC

2020 - Present (5 years)

Growstrong Wealth Strategies, LLC

2009 - Present (16 years)

Equinox Financial

2020 - 2023 (3 years)

Guided Wealth Insurance, LLC

2018 - 2019 (1 year)

Purshe Kaplan Sterling Investments

2018 - 2020 (2 years)

Global View Capital Management, LTD

2018 - 2020 (2 years)

Global View Capital Insurance, LTD

2018 - 2020 (2 years)

Global View Capital Advisors, LTD

2012 - 2018 (6 years)

Transamerica Financial Advisors, Inc

2003 - 2018 (15 years)

World Financial Group

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Disclosures

Please visit the SEC profile of Gina Waite 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

Marcus Stookey
Fort Collins, CO
Gina Waite
Fort Collins, CO
Clayton Olson
Fort Collins, CO
Erik Utzinger
Fort Collins, CO

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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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