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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 2020-07-09
  • CO RA
    APPROVED
    Since 2020-07-09

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
World Financial Group Johns Creek GA 08/2003 08/2018
Transamerica Financial Advisors, Inc. St. Petersburg FL 01/2012 08/2018
Purshe Kaplan Sterling Investments Albany NY 08/2018 05/2019
Global View Capital Management, Ltd. Waukesha WI 08/2018 12/2020
Global View Capital Insurance, Ltd. Waukesha WI 08/2018 06/2020
Global View Capital Advisors, Ltd. Waukesha WI 06/2018 06/2020
Equinox Financial Fort Collins CO 04/2009 Present
Growstrong Wealth Strategies, Llc Loveland CO 06/2020 Present
Guided Wealth Insurance, Llc Loveland CO 06/2020 01/2023
Growstrong Wealth Strategies, Llc Loveland CO 09/2021 Present
  • 08/2003 → 08/2018
    World Financial Group
    Johns Creek, GA
  • 01/2012 → 08/2018
    Transamerica Financial Advisors, Inc.
    St. Petersburg, FL
  • 08/2018 → 05/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2018 → 12/2020
    Global View Capital Management, Ltd.
    Waukesha, WI
  • 08/2018 → 06/2020
    Global View Capital Insurance, Ltd.
    Waukesha, WI
  • 06/2018 → 06/2020
    Global View Capital Advisors, Ltd.
    Waukesha, WI
  • 04/2009 → Present
    Equinox Financial
    Fort Collins, CO
  • 06/2020 → Present
    Growstrong Wealth Strategies, Llc
    Loveland, CO
  • 06/2020 → 01/2023
    Guided Wealth Insurance, Llc
    Loveland, CO
  • 09/2021 → Present
    Growstrong Wealth Strategies, Llc
    Loveland, CO
Previous Registrations
Other Businesses

[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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-31
  • S65 Uniform Investment Adviser Law Examination
    2009-12-31
Other Names
  • Gina Marie Brunacci
  • Gina M. Waite
  • Gina Waite

View on SEC IAPD

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