Levi Kevin Knutson

Current Employers

Employment History

• 06/2015 → Present
  Lpl Financial Llc
  Greenwood Village, CO
• 01/2017 → 12/2025
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
• 12/2025 → Present
  Western Wealth Management, Llc
  Golden, CO

Previous Registrations

• 2017-01-03 → 2025-12-04
  Gps Wealth Strategies Group, Llc
  Greenwood Village, CO
  Centennial, CO
  Greenwood Village, CO

Other Businesses

(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) 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. (4) 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. (5) 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 (6) 12/09/2025 - Western Wealth Management, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 160 hours per month/ 6 hours during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. 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. (7) 12/11/2025 - Beyond Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date 12/02/2025 - 160 Hours Per Month / 130 Hours During Trading (8) 12/31/2025 - Beyond Wealth Advisors - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 160 hours per month/ 130 hours during trading - I provide investment advisory services through Western Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 12/2025. 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.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-13

Designations

Other Names

• Levi Kevin Knutson
• Levi Kevin Knutson Cfp(R)