AG
AG

Anna Elizabeth Graff

3 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

Anna provides investment advisory services through GPS Wealth Strategies Group, LLC, starting in January 2023, and dedicates full-time hours to this activity. She also operates under the DBA True Wealth Advisors Inc. for her LPL business since July 2018.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
July 2022 - Present · 3 yrs 7 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anna Elizabeth Graff - Financial Advisor | TrueAdvisor