Joanna
Walker
Growstrong Wealth Strategies
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About this Advisor
Joanna Walker is a financial advisor working out of Loveland, Colorado with a total of 2 years of relevant experience. Walker works at Growstrong Wealth Strategies. Throughout their career, they have worked at Stookey Companies, Ashford University, Pearson, Inc (Smarthinking Division), World Financial Group, Inc, Transamerica Financial Advisors, Inc, Aflac, Ask Insurance Group, LLC, Aflac Inc, Mariposa Point At Algodon Center, Netlaw, Network Together, LLC, Olson Insurance Agency, College Loan Freedom, Growstrong Wealth Strategies, LLC and Guided Wealth Insurance, LLC. Walker holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Growstrong Wealth Strategies is an advisory firm that has its headquarters in Loveland, CO. It has offices in three locations and a total of 11 advisors. It controls $84 million in total assets across its 714 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 714 client accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually are based on which services the firm provides the client. Fee types charged by Growstrong Wealth Strategies can include any blend of 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
Joanna Walker Work History
Joanna has been registered as a financial advisor for 2 years.*
Growstrong Wealth Strategies, LLC
Growstrong Wealth Strategies, LLC
College Loan Freedom
Netlaw
Olson Insurance Agency
Ask Insurance Group, LLC
World Financial Group, Inc
Guided Wealth Insurance, LLC
Network Together, LLC
Mariposa Point At Algodon Center
Aflac Inc
Transamerica Financial Advisors, Inc
Aflac
Transamerica Financial Advisors, Inc
Pearson, Inc (Smarthinking Division)
Ashford University
Stookey Companies
*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 Joanna Walker 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.
