LK
CFP
LK
CFP

Levi Kevin Knutson

10 Years of Experience
BrokerSells Insurance
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 ActivitiesSells Insurance

Levi holds seminars for student athletes at the University of Colorado at Boulder and dedicates minimal time to this. He also operates through Knutson Financial, Inc. and True Wealth Advisors Inc. for his LPL Financial business, and provides investment advisory services through GPS Wealth Strategies Group, LLC, spending nearly full-time on this activity. Levi also works as a basketball instructor.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLCBroker
June 2015 - Present · 10 yrs 8 mos
Previous Registrations
LPL Financial LLC
July 2015 - April 2017 · 1 yr 9 mos
State Registrations6 states
AZCACOFLNVTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Levi Kevin Knutson - Financial Advisor | TrueAdvisor