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Partner/investment Advisor Representative · Growstrong Wealth Strategies

Erik D. Utzinger

CRD 4413113 · Named on Form ADV at one SEC-registered adviser

At a glance

Growstrong Wealth Strategies, an SEC-registered wealth manager based in Fort Collins, CO with $127 million in regulatory assets, lists Erik D. Utzinger on its Form ADV as Partner/investment Advisor Representative, a control person.

Firms and roles

AtlasMembers

Erik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Clayton J. OlsonPartner/investment Advisor Representative, Growstrong Wealth Strategies
  • Gina M. WaitePartner/chief Compliance Officer, Growstrong Wealth Strategies

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.