WM
William A. Magnusson
GPS WEALTH STRATEGIES GROUP
Centennial, CO 80122
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CRD#: 2846043
WM
Professional summary
William Allen Magnusson, CFP® is a registered financial advisor currently at GPS WEALTH STRATEGIES GROUP, LLC located in Centennial, Colorado and LPL FINANCIAL LLC located in Centennial, Colorado.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 12/2024 - Piano Services / Business Owner / Registered Piano Technician, tune, regulate and repair pianos / non inv related / Eric, CO 80516 / Start date 11/01/2024 - 20 Hrs per month - 15 % Time Spent 2) 12/2024 - William Magnusson / Non-Variable Insurance / inv related / centennial, CO 80122 / Start date 11/01/2024 - 8 Hrs per month - 75 % Time Spent 3) 12/2024 - Aspen Wealth Management Inc / DBA for LPL Business (entity for LPL business) / inv related / centennial, CO 80122 / Start date 11/01/2024 - 3 % Time Spent 4) 02/12/2025- GPS Wealth Strategies Group- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 11/1/24- I provide investment advisory services through GPS Wealth Strategies Group, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 1 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 02/12/2025- GPS Wealth Strategies Group- Registered Investment Advisor-Not INV Related- At Reported Business Location(s)- Start date 11/1/24
CRS (Client Relationship Summary) - RIA
Click below to view William Allen Magnusson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 30, 2025 - Present
GPS WEALTH STRATEGIES GROUP, LLC
Office #1: 3939 E. Arapahoe Rd., Ste 100, Centennial, CO 80122RIA
CRD#: 285507
Centennial, CO
Current
January 3, 2025 - Present
LPL FINANCIAL LLC
Office #1: 3939 E Arapahoe Rd Ste 100, Centennial, CO 80122-2075RIA
BD
CRD#: 6413
Centennial, CO
Past
April 1, 2021 - January 6, 2025
GROVE POINT ADVISORS, LLC
RIA
CRD#: 313171
Centennial, CO
Past
July 10, 2002 - April 1, 2021
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Centennial, CO
Past
November 21, 2000 - January 6, 2025
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Centennial, CO
Past
February 28, 1997 - December 4, 2000
BERKSHIRE EQUITY SALES, INC.
BD
CRD#: 87
PITTSFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/22/2025)
RR
Colorado(1/3/2025)
IAR
Colorado(1/30/2025)
RR
Florida(1/3/2025)
RR
Idaho(1/3/2025)
RR
Missouri(1/3/2025)
RR
Oregon(1/3/2025)
RR
South Dakota(1/3/2025)
RR
Texas(1/3/2025)
RR
Washington(5/22/2025)
RR
Wyoming(1/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GPS WEALTH STRATEGIES GROUP, LLC
ARROW WEALTH MANAGEMENT | WILL SAVAGE WEALTH MANAGEMENT | TRUE WEALTH ADVISORS, INC. | MOUNTAIN HIGH WEALTH MANAGEMENT | MONEY & MINDFULNESS | MIKEE OH, YOUR KEY TO RETIREMENT | JOEL D. ANDREWS, LLC. | GPS WEALTH STRATEGIES GROUP, LLC | GORE FINANCIAL MANAGEMENT, INC. | COLUMBINE WEALTH ADVISORS LLC | ASPEN WEALTH MANAGEMENT, INC.
CRD#: 285507 / SEC#: 801-108848
RIA
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Contact information
Main Address
6484 South Quebec Street, Centennial, CO 80111
Mailing Address
Phone number
(720) 414-5412
Established
Firm type
Fiscal year end
# of Employees
48
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,385 |
| AUM (Assets Under Management) | $ 1,415,526,316 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
