Kekoa
Pfau

Gps Wealth Strategies Group, LLC

CRD#7609021
Investment Advisor
in Littleton, CO

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About this Advisor

Kekoa Pfau is a financial advisor based in Littleton, Colorado, working with Gps Wealth Strategies Group, LLC. Kekoa has previously held positions at Lpl Financial LLC, Family, Nau, Texas Road House, Parry Custom Builders Inc, Church Of Jesus Christ Of Latter Day Saints, Arbys, Snowflake High School, and Gps Wealth Strategies Group. Kekoa has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Kekoa is part of Gps Wealth Strategies Group, LLC, which operates out of Littleton, Colorado. The firm has 6 offices and 33 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 other services. The fee structure at Gps Wealth Strategies Group, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3939 East Arapahoe Rd. Suite 10
Littleton, CO 80122

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Gps Wealth Strategies Group, LLC Brokerage Details

Total Assets Under Management

$1,068,225,664

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

33

CO Average: 28
Total Number of Accounts

4,455

CO Average: 1,101
Average Account Size

$239,781

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
  • Other

Kekoa Pfau Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Gps Wealth Strategies Group

2022 - 2023 (1 year)

Family

2020 - 2022 (2 years)

Nau

2020 - 2020 (< 1 year)

Texas Road House

2019 - 2019 (< 1 year)

Parry Custom Builders Inc

2017 - 2019 (2 years)

Church Of Jesus Christ Of Latter Day Saints

2015 - 2017 (2 years)

Arbys

2013 - 2015 (2 years)

Snowflake High School

Disclosures

Please visit the SEC profile of Kekoa Pfau 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

Levi Knutson
Englewood, CO
Katherine Preston
Basalt, CO
Kekoa Pfau
Littleton, CO
Ryan Nuu
Englewood, CO
Lloyd Sprague
Englewood, CO
Benjamin Andrews
Englewood, CO
Elizabeth Windisch
Denver, CO
Jeffrey Hutcheson
Littleton, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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