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Erik Douglas Utzinger

Growstrong Wealth Strategies

Fort Collins, CO

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Current Employers
Growstrong Wealth Strategies

736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-09-10
  • CO RA
    APPROVED
    Since 2020-09-10

Branch Locations

736 Whalers Way Suite G100, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Insurance Agent Greenwood Village CO 06/2001 Present
Transamerica Financial Advisors, Inc Greenwood Village CO 01/2012 09/2020
Shift Holdings, Llc Broomfield CO 08/2012 Present
Bank Of England Denver CO 10/2014 12/2016
Academy Bank Na Denver CO 01/2016 12/2016
Extraction Oil & Gas Llc Denver CO 11/2018 Present
Growstrong Wealth Strategies, Llc Loveland CO 09/2020 Present
Growstrong Wealth Strategies, Llc Loveland CO 12/2021 Present
  • 06/2001 → Present
    Independent Insurance Agent
    Greenwood Village, CO
  • 01/2012 → 09/2020
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 08/2012 → Present
    Shift Holdings, Llc
    Broomfield, CO
  • 10/2014 → 12/2016
    Bank Of England
    Denver, CO
  • 01/2016 → 12/2016
    Academy Bank Na
    Denver, CO
  • 11/2018 → Present
    Extraction Oil & Gas Llc
    Denver, CO
  • 09/2020 → Present
    Growstrong Wealth Strategies, Llc
    Loveland, CO
  • 12/2021 → Present
    Growstrong Wealth Strategies, Llc
    Loveland, CO
Previous Registrations
Other Businesses

Independent Insurance Agent; Investment Related; Broomfield, CO; Insurance Agent/Associate; Sales of insurance products, start 06/2001; approximately 1 hour per month spent in this practice; 1% of time spent in this business. Extraction Oil & Gas LLC; No; 11/01/2018; 370 17th St. Suite 5300 Denver CO 80202; Mineral Exploration; Lessor; 0 hrs/month; 0 during sec. trading; No duties approved with restrictions Shift Holdings, LLC; no; 853 Broadlands Lane Broomfield CO 80023; Member; 8/17/2012; This is a pass-through entity; Monitoring income & expenses; 4 hrs/weekly

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-09
S63 Uniform Securities Agent State Law Examination 2004-08-11
  • S65 Uniform Investment Adviser Law Examination
    2004-12-09
  • S63 Uniform Securities Agent State Law Examination
    2004-08-11

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