Madison
Gore

Gps Wealth Strategies Group, LLC

CRD#6201281
Investment Advisor
in Englewood, CO

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About this Advisor

Madison Gore is a financial advisor based out of Englewood, Colorado, with 2 years of relevant experience. Gore is currently employed by Gps Wealth Strategies Group, LLC. During their career, the advisor has held roles at Optima Financial Inc, Transamerica, Tamayo Mexican Restaurant, University Of Colorado Denver, Lpl Financial LLC, Littleton High School and Gps Wealth Strategies Group, LLC. Gore has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Colorado and Texas. Gps Wealth Strategies Group, LLC is a financial advisory company that has its headquarters in Englewood, CO. It has offices in eight locations and a total of 36 people on staff. It controls $880 million in total assets among its 4,514 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises seven charitable organizations. Of its 4,514 customer accounts, 25% are associated with high-net-worth individuals who have at least $1 million in investable assets. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the type of financial services provided. Fee types charged by Gps Wealth Strategies Group, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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, Fixed Fees

Office Location

6484 South Quebec Street
Englewood, CO 80111

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Gps Wealth Strategies Group, LLC Brokerage Details

Total Assets Under Management

$879,899,427

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

36

CO Average: 28
Total Number of Accounts

4,514

CO Average: 1,101
Average Account Size

$194,927

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

Madison Gore Work History

Madison has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Gps Wealth Strategies Group, LLC

2013 - Present (11 years)

Optima Financial Inc

2013 - Present (11 years)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Tamayo Mexican Restaurant

2017 - 2017 (< 1 year)

Transamerica

2015 - 2018 (3 years)

University Of Colorado Denver

2011 - 2015 (4 years)

Littleton High School

*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 Madison Gore 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

Ryan Nuu
Littleton, CO
Courtney Rosepink
Englewood, CO
Levi Knutson
Englewood, CO
Alexander Goldstein
Englewood, CO
Jeffrey Hutcheson
Littleton, CO
Kathryn Lizotte
Englewood, CO
Darla Douglas
Englewood, CO
Madison Gore
Englewood, 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.

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