John J. Gutierrez

INDELIBLE WEALTH GROUP

PARKER, CO

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CRD#: 3050071

Professional summary

John Joseph Gutierrez is a registered financial advisor currently at INDELIBLE WEALTH GROUP located in Parker, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 4 firms and has passed the Series 66, Series 63, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Gutierrez's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 27, 2019 - Present

INDELIBLE WEALTH GROUP

RIA

CRD#: 166864

PARKER, CO

Past

January 3, 2012 - August 21, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ENGLEWOOD, CO

Past

December 5, 2005 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Lone Tree, CO

Past

November 12, 1999 - August 21, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

Past

May 28, 1998 - July 22, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

INDELIBLE WEALTH GROUP

INDELIBLE WEALTH GROUP | INDELIBLE WEALTH GROUP, LLC | INDELIBLE WEALTH GROUP LLC

CRD#: 166864 / SEC#: 801-129652

RIA

Registered Investment Advisory firm - (3/7/2024 Approved)

California

Registered Investment Advisory firm - (4/10/2024 Terminated)

Colorado

Registered Investment Advisory firm - (3/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

California
(8/28/2019)

IAR

Colorado
(8/27/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/28/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/1998

General Securities Representative Examination

Current Firm

INDELIBLE WEALTH GROUP

INDELIBLE WEALTH GROUP | INDELIBLE WEALTH GROUP, LLC | INDELIBLE WEALTH GROUP LLC

CRD#: 166864 / SEC#: 801-129652

RIA

Registered Investment Advisory firm - (3/7/2024 Approved)

California

Registered Investment Advisory firm - (4/10/2024 Terminated)

Colorado

Registered Investment Advisory firm - (3/11/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/11/2024 Terminated)

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Contact information

Main Address

Berthoud, CO

Mailing Address

Po Box 747, Berthoud, CO 80513

Phone number

(970) 532-5842

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (ADV PART 2A AND 2B) (3/7/2025)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 139,172,069

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.

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John J. Gutierrez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Gutierrez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

INDELIBLE WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2005

Series 63

Date: 6/12/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/26/1998

Current Firm

INDELIBLE WEALTH GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDELIBLE WEALTH GROUP

TRUST BUT VERIFY

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