Kathryn
Lizotte
Gps Wealth Strategies Group, LLC
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About this Advisor
Kathryn Lizotte is a certified financial planner and chartered financial analyst working in Englewood, Colorado, who has 5 years of industry experience. Lizotte is currently employed by Gps Wealth Strategies Group, LLC. Their career trajectory has included roles at Janus Distributors LLC, Janus Management Holdings Corp, Trust Company Of America, Tcadvisors Network, Lpl Financial, LLC and Gps Wealth Strategies Group, LLC. Lizotte maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and Texas. Gps Wealth Strategies Group, LLC is an advisory firm operating out of Englewood, CO. It has offices in eight locations and a total of 36 people on staff. It oversees $880 million in total assets across its 4,514 customer accounts, placing it among the bigger firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 4,514 client accounts, 25% are associated with high-net-worth clients who have greater than $1 million in assets. Gps Wealth Strategies Group, LLC performs a wide assortment 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 management largely vary depending on which services the firm provides the client. However, fee types billed by Gps Wealth Strategies Group, LLC likely consist 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
Kathryn Lizotte Work History
Kathryn has been registered as a financial advisor for 5 years.*
Gps Wealth Strategies Group, LLC
Lpl Financial, LLC
Trust Company Of America
Tcadvisors Network
Janus Distributors LLC
Janus Management Holdings Corp
*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 Kathryn Lizotte 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
Englewood, CO
Littleton, CO
Englewood, CO
Englewood, CO
Littleton, CO
Englewood, 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.
