Erik Douglas Utzinger
Investment adviser representative at Growstrong Wealth Strategies
25 yearsExperience
1 stateRegistered in
$127MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Growstrong Wealth Strategies, LLCSep 2020 to now
- Extraction Oil & Gas LLCNov 2018 to now
- Shift Holdings, LLCAug 2012 to now
- Independent Insurance AgentJun 2001 to now
- Academy Bank NAJan 2016 to Dec 2016
- Bank of EnglandOct 2014 to Dec 2016
- Transamerica Financial Advisors, IncJan 2012 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Growstrong Wealth Strategies
Legal name: Growstrong Wealth Strategies, LLC
$127MAssets managed
227Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4413113
- Firm CRD
- 308299