Timothy
Underwood
Growstrong Wealth Strategies
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About this Advisor
Timothy Underwood is a financial advisor based out of Prairie Village, Kansas, who has 2 years of relevant experience. Underwood is on the advisory team at Growstrong Wealth Strategies. Their career trajectory has included roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Marketgraphics Of Nebraska, Landmarketing Inc, Moffitt Realty, First Federal Bank Of Kansas City, Marketgaphics Of Nebraska, Keller Williams Key Partners Real Estate, Evoke Insurance, Brett Reid Group LLC, Growstrong Wealth Strategies, LLC, Brett Reid Real Estate And Insurance and Dba Brett Reid Weatlh Management. Underwood maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas and Texas. Growstrong Wealth Strategies is a financial advisory company operating out of Loveland, CO. It has offices in three locations and a total of 11 financial advisors. It manages $84 million in total assets across its 714 customer accounts, making it one of the smaller firms in the nation by assets under management. Of its 714 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in investable assets. Growstrong Wealth Strategies offers a wide range of services, such as 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 usually are based on the type of services provided. Fee types billed by Growstrong Wealth Strategies may include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Growstrong Wealth Strategies Brokerage Details
$84,200,000
11
714
$117,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Timothy Underwood Work History
Timothy has been registered as a financial advisor for 2 years.*
Growstrong Wealth Strategies, LLC
Dba Brett Reid Weatlh Management
Brett Reid Group LLC
Keller Williams Key Partners Real Estate
Brett Reid Real Estate And Insurance
Evoke Insurance
Transamerica Financial Advisors, Inc
Moffitt Realty
World Financial Group, Inc
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Landmarketing Inc
Marketgraphics Of Nebraska
Marketgaphics Of Nebraska
First Federal Bank Of Kansas City
*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 Timothy Underwood 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
Loveland, CO
Fort Collins, CO
Prairie Village, KS
Loveland, CO
Loveland, CO
Loveland, CO
Loveland, CO
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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