CH
Charles E. Hellums
GPS WEALTH STRATEGIES GROUP
Centennial, CO 80122
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CRD#: 6712309
CH
Professional summary
Charles Edwin Hellums is a registered financial advisor currently at GPS WEALTH STRATEGIES GROUP, LLC located in Centennial, Colorado and LPL FINANCIAL LLC located in Centennial, Colorado.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Charles has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 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) 1/2023 - Hellums Farms / Farm / Not Investment Related / 8 Hours per month / 1 time spent percent / 2943 Pebble Beach Drive, Evergreen, CO 2) 1/2023 - K&H Farms, LLC / Farm / Not Investment Related / 8 Hours per month / 1 time spent percent / 2943 Pebble Beach Drive, Evergreen, CO 3) 1/2023 - H&D Farms / Real Estate Rental / Investment Related / Hours per month / time spent percent / 2943 Pebble Beach Drive, Evergreen, CO 4) 1/2023- Aspen Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 176 Hours per month / 85 time spent percent / 8 Hours during trading / Centennial, CO 5) 1/24/2023 - GPS Wealth Strategies Group LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/13/2023 - 160 Hours Per Month/130 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 1/2023. I expect to spend approximately 160 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. 6) 05/16/2025 - Lakeside Wealth Management, Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 05/01/2025 - 2 Hours Per Month/0 Hours During Securities Trading
CRS (Client Relationship Summary) - RIA
Click below to view Charles Edwin Hellums'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
January 13, 2023 - Present
GPS WEALTH STRATEGIES GROUP, LLC
Office #1: 3939 East Arapahoe Road, Ste.100, Centennial, CO 80122RIA
CRD#: 285507
Centennial, CO
Current
January 13, 2023 - Present
LPL FINANCIAL LLC
Office #1: 3939 E Arapahoe Rd Ste 100, Centennial, CO 80122-2075RIA
BD
CRD#: 6413
Centennial, CO
Past
August 10, 2017 - January 19, 2023
EDWARD JONES
RIA
CRD#: 250
EVERGREEN, CO
Past
April 18, 2017 - January 19, 2023
EDWARD JONES
BD
CRD#: 250
EVERGREEN, CO
Past
October 26, 2016 - February 23, 2017
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
Greenwood Village, 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
California(1/13/2023)
RR
Colorado(1/13/2023)
IAR
Colorado(1/13/2023)
RR
Idaho(1/13/2023)
RR
Kansas(1/13/2023)
RR
Montana(1/13/2023)
RR
Texas(1/13/2023)
IAR
Texas(1/13/2023)
RR
Virginia(1/13/2023)
Exams
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.
