Terri Lynn Propp

Employer firm

Global Wealth Strategies And Associates, LLC CRD 316072

$457M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 06/2025
  Gill Capital Partners
  Denver, CO
• 07/2025 → Present
  Global Wealth Strategies & Associates, Llc
  Denver, CO
• 06/2025 → 06/2025
  Colorado Wealth Group Llc
  Denver, CO

Previous Registrations

• 2025-06-23 → 2025-06-25
  Colorado Wealth Group Llc
  Denver, CO
• 2014-12-17 → 2025-05-28
  Gill Capital Partners, Llc
  Denver, CO
• 2014-02-03 → 2014-11-25
  Wealth Legacy Institute, Inc.
  Denver, CO
• 2011-12-09 → 2013-09-05
  Wagner Wealth Management, Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-08

Designations

• Certified Financial Planner