Mary
Bennett

Growstrong Wealth Strategies

CRD#4365156
Investment Advisor
in Loveland, CO

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About this Advisor

Mary Bennett is a financial advisor based in Loveland, Colorado with 3 years of industry experience. Bennett currently works for Growstrong Wealth Strategies. Their career trajectory has included roles at Rocky Mountain Tax & Acounting Services, Inc, World Financial Group, Transamerica Financial Advisors, Inc, Growstrong Wealth Strategies, LLC and Guided Wealth Insurance, LLC. Bennett maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Colorado. Growstrong Wealth Strategies is a financial advisory company that has its headquarters in Loveland, CO. The company has offices in three locations and a total of 11 advisors. It has $84 million in assets across its 714 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 714 customer accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually vary depending on which services the firm provides the client. Fee types billed by Growstrong Wealth Strategies most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

1635 Foxtrail Drive
Loveland, CO 80538

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Growstrong Wealth Strategies Brokerage Details

Total Assets Under Management

$84,200,000

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

11

CO Average: 28
Total Number of Accounts

714

CO Average: 1,101
Average Account Size

$117,927

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
  • Educational seminars/workshops

Mary Bennett Work History

Mary has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Growstrong Wealth Strategies, LLC

2020 - Present (4 years)

Growstrong Wealth Strategies, LLC

1992 - Present (32 years)

Rocky Mountain Tax & Acounting Services, Inc

2012 - 2020 (8 years)

Transamerica Financial Advisors, Inc

2002 - 2020 (18 years)

World Financial Group

1999 - 2023 (24 years)

Guided Wealth Insurance, LLC

*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 Mary Bennett 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

Andrea Turner
Loveland, CO
Michael Auer
Fort Collins, CO
Joanna Walker
Loveland, CO
Timothy Underwood
Prairie Village, KS
Marcus Stookey
Loveland, CO
Gina Waite
Loveland, CO
Erik Utzinger
Loveland, CO
Clayton Olson
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.

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