Levi K. Knutson
GPS WEALTH STRATEGIES GROUP
GREENWOOD VILLAGE, CO 80111
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CRD#: 6317104
Professional summary
Levi Kevin Knutson, CFP®, who also goes by Levi Kevin Knutson Cfp(r), is a registered financial advisor currently at GPS WEALTH STRATEGIES GROUP, LLC located in Greenwood Village, Colorado and LPL FINANCIAL LLC located in Greenwood Village, Colorado.
Levi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Levi has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Insurance Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Levi Kevin Knutson Cfp(r)
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) 10/14/2015: No Business Name - Speaker/seminar - Investment Related - 100 Stadium Dr., Boulder, CO 80309 - Start 10/19/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading - I will be holding 2-3 seminars per year at the University of Colorado at Boulder, speaking to student athletes about being financially responsible. Each seminar will last approximately 1 hour. (2) 01/07/2016: Knutson Financial, Inc. - Business Entity For Tax/Investment Purposes Only - DBA: Knutson Financial, Inc. - Investment Related - 8301 E. Prentice Ave. Ste. 403 Greenwood Village, CO 80111 - Start 01/06/2016 - 160 Hr/Mo; 6 Hour(s) During Securities Trading - Knutson Financial is my S-Corporation, where my LPL Financial compensation will be paid to. I will not be offering any outside services through Knutson Financial, Inc. This DBA is solely for the purpose of setting up a compensation pass through account. (3) 09/29/2016: True Wealth Advisors Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - 8301 E. Prentice Ave. Ste. 403 Greenwood Village, CO 80111 - Start 10/01/2016 - 160 Hr/Mo; 130 Hour(s) During Securities Trading. (4) 12/27/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2016 - 2 Hours Per Month During Securities Trading. (5) 1/4/2017: GPS Wealth Strategies Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/01/2017 - 130 Hours Per Month/90 Hours During Securities Trading - I provide investment advisory services through GPS Wealth Strategies Group, LLC, an independent investment advisor firm. I started this business activity in 1/2017. I expect to spend approximately 130 hours per month on this activity. Please see the advisory firms 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. 6. 12/29/2017 - No Business Name - Not Investment Related - Various rec centers, schools, outdoor basketball courts or parks. - Outside/W-2 Employment - Instructor - Start Date 12/18/2017 - 2 Hours Per Month / 0 Hours During Trading - Instructor for basketball lessons for middle school and high school kids. This role is in no way related to the securities industry, and would be performed outside of my normal work related activities. 7. 10/10/2025 - Beyond Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 10/20/2025 - 160 Hours Per Month / 130 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Levi Kevin Knutson'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®
CFP®
Start date: 2017
Experience
Current
January 3, 2017 - Present
GPS WEALTH STRATEGIES GROUP, LLC
Office #1: 5299 Dtc Blvd., Ste 1350, Greenwood Village, CO 80111RIA
CRD#: 285507
GREENWOOD VILLAGE, CO
Current
June 19, 2015 - Present
LPL FINANCIAL LLC
Office #1: 5299 Dtc Blvd Ste 1350, Greenwood Village, CO 80111RIA
BD
CRD#: 6413
GREENWOOD VILLAGE, CO
Past
July 13, 2015 - April 25, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
CENTENNIAL, 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
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(1/22/2019)
RR
California(7/13/2015)
RR
Colorado(6/19/2015)
IAR
Colorado(1/3/2017)
RR
Florida(9/10/2020)
RR
Nevada(9/1/2023)
RR
Texas(8/19/2019)
IAR
Texas(11/9/2021)
Exams
State Security Law 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
Registered Investment Advisory firm - (1/3/2017 Approved)Upgrade to AdvisorCheck Premium
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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
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Company Information
GPS WEALTH STRATEGIES GROUP, LLC
CRD#: 285507Greenwood Village, CO 80111TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
