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Madison Elizabeth Weber

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

6484 South Quebec Street, Centennial, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Madison provides investment advisory services through GPS Wealth Strategies Group, LLC, dedicating nearly full-time hours to this. She also works as an assistant for Optima Financial Inc, doing tax preparation and accounting, and has a business entity for tax/investment purposes. These activities are not insurance-related.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 5 mos
State Registrations7 states
AZCOKSNVOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Madison Elizabeth Weber - Financial Advisor | TrueAdvisor