WM
CFP
WM
CFP

William Allen Magnusson

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

3939 E. Arapahoe Rd., Ste 100, Centennial, CO, 80122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a registered piano technician, tuning and repairing pianos, dedicating about 10-20% of his time to this. He also works with non-variable insurance and provides investment advisory services through GPS Wealth Strategies Group, spending minimal time on each.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Grove Point Advisors, LLC
April 2021 - January 2025 · 3 yrs 9 mos
H. Beck, INC.
July 2002 - April 2021 · 18 yrs 9 mos
Grove Point Investments, LLCBroker
November 2000 - January 2025 · 24 yrs 2 mos
Berkshire Equity Sales, INC.Broker
February 1997 - December 2000 · 3 yrs 10 mos
State Registrations10 states
AZCOFLIDMOORSDTXWAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Allen Magnusson - Financial Advisor | TrueAdvisor