Michael
Auer

Growstrong Wealth Strategies

CRD#6751497
Investment Advisor
in Fort Collins, CO

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About this Advisor

Michael Auer is a financial advisor who works out of Fort Collins, Colorado who has 2 years of industry experience. Auer works at Growstrong Wealth Strategies. Throughout their career, Auer has worked at Auercpa Co, Colorado State University, Geneos Wealth Management Inc and Growstrong Wealth Strategies, LLC. Auer holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Colorado. Growstrong Wealth Strategies is a business that has its headquarters in Loveland, CO. It has offices in three locations and a total of 11 employees. It administers $84 million in assets among its 714 accounts, making it one of the smaller financial advisory 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 more than $1 million in assets available to invest. Growstrong Wealth Strategies offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which service is offered. Fee types charged by Growstrong Wealth Strategies likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

419 Canyon Ave., Suite 215
Fort Collins, CO 80521

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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

Michael Auer Work History

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

2021 - Present (3 years)

Growstrong Wealth Strategies, LLC

2015 - Present (9 years)

Auercpa Co

2017 - 2019 (2 years)

Geneos Wealth Management Inc

2011 - 2015 (4 years)

Colorado State University

*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 Michael Auer 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
Clayton Olson
Loveland, CO
Erik Utzinger
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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