GW
Gina M. Waite
GROWSTRONG WEALTH STRATEGIES
FORT COLLINS, CO 80525
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CRD#: 4711584
GW
Professional summary
Gina Marie Waite, who also goes by Gina Marie Brunacci, Gina M. Waite, Gina Waite, is a registered financial advisor currently at GROWSTRONG WEALTH STRATEGIES located in Fort Collins, Colorado.
Gina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Gina has worked at 6 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gina Marie Brunacci | Gina M. Waite | Gina Waite
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] EQUINOX FINANCIAL; NOT INVESTMENT RELATED; ADDRESS: 762 CLYDESDALE DRIVE Windsor, CO 80550; NATURE: PASS THROUGH ENTITY FOR ADVISORY, SECURITIES AND INSURANCE REVENUES AS WELL AS OFFICE AND ADMINISTRATIVE EXPENSES; POSITION: PRESIDENT; STARTED: APRIL 2009; APPROX. 1 HR/MONTH; APPROX. 1 HR/MONTH DURING SECURITIES TRADING HOURS; RESPONSIBILITIES: MANAGE OFFICE EXPENSES. 2) GROWSTRONG WEALTH STRATEGIES, LLC; INVESTMENT RELATED; FORT COLLINS, CO; INSURANCE- INSURANCE AGENT- 09/2021 - 10 hrs/mth- 10 during trading hrs- LIFE, LONG-TERM CARE AND DI INSURANCE SALE AND FIXED ANNUITIES SALES.
CRS (Client Relationship Summary) - RIA
Click below to view Gina Marie Waite'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®
NoneExperience
Current
July 9, 2020 - Present
GROWSTRONG WEALTH STRATEGIES
Office #1: 736 Whalers Way Suite G100, Fort Collins, CO 80525RIA
CRD#: 308299
FORT COLLINS, CO
Past
August 9, 2018 - December 31, 2020
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RIA
CRD#: 158292
LOVELAND, CO
Past
August 7, 2018 - May 24, 2019
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Fort Collins, CO
Past
January 6, 2012 - August 8, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
FORT COLLINS, CO
Past
January 6, 2012 - August 8, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
FORT COLLINS, CO
Past
February 1, 2010 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
FORT COLLINS, CO
Past
January 5, 2005 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
FORT COLLINS, CO
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
GROWSTRONG WEALTH STRATEGIES
BRETT REID WEALTH MANAGEMENT | GUIDED WEALTH STRATEGIES, LLC. | GROWSTRONG WEALTH STRATEGIES, LLC | GROWSTRONG WEALTH STRATEGIES | GROWSTRONG 401K
CRD#: 308299 / SEC#: 801-120506
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)Kansas
Registered Investment Advisory firm - (3/22/2021 Terminated)Montana
Registered Investment Advisory firm - (3/22/2021 Terminated)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
Colorado(7/9/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GW
GROWSTRONG WEALTH STRATEGIES
BRETT REID WEALTH MANAGEMENT | GUIDED WEALTH STRATEGIES, LLC. | GROWSTRONG WEALTH STRATEGIES, LLC | GROWSTRONG WEALTH STRATEGIES | GROWSTRONG 401K
CRD#: 308299 / SEC#: 801-120506
RIA
Registered Investment Advisory firm - (3/12/2021 Approved)Colorado
Registered Investment Advisory firm - (3/26/2021 Terminated)Kansas
Registered Investment Advisory firm - (3/22/2021 Terminated)Montana
Registered Investment Advisory firm - (3/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
736 Whalers Way Suite G100, Fort Collins, CO 80525
Mailing Address
Phone number
(866) 535-2774
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 526 |
| AUM (Assets Under Management) | $ 103,273,593 |
Red Flags
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Company Information
GROWSTRONG WEALTH STRATEGIES
CRD#: 308299Fort Collins, CO 80525TRUST BUT VERIFY
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