Erik Utzinger has been Partner/Investment Advisor Representative of GrowStrong Wealth Strategies since December 2021, is a control person of the firm and directly owns between 25% and 50% of it.
Growstrong Wealth Strategies, LLC is a Fort Collins, CO firm with $127M under management, 227 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Erik Utzinger’s longest registration was 8 years at Transamerica Financial Advisors, Inc. (2012–2020). Before joining GrowStrong Wealth Strategies in 2020, Erik Utzinger was registered through Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc.
- Growstrong Wealth StrategiesCurrent– present · 6 yearsFort Collins, CO · Adviser representative · Firm CRD 308299
- Transamerica Financial Advisors, Inc.– · 8 yearsNorthglenn, CO · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 5 yearsWestminster, CO · Adviser representative · Firm CRD 139233
- Intersecurities, Inc.– · 1 yearNorthglenn, CO · Adviser representative · Firm CRD 16164
Investment adviser representative registrations
Erik Utzinger is registered as an investment adviser representative in Colorado, since September 2020.
- ColoradoSince 9 September 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 2004 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 16 June 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Erik Douglas Utzinger
- CRD
- 4413113
- Firm
- GrowStrong Wealth Strategies · CRD 308299
- Role
- Partner/Investment Advisor Representative
- Office
- 736 WHALERS WAY, SUITE G100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Erik Utzinger work?
Erik Utzinger has been Partner/Investment Advisor Representative of Growstrong Wealth Strategies, LLC since December 2021, and is a control person of the firm.
Is Erik Utzinger a financial advisor?
Yes. Erik Utzinger has a current investment-adviser registration in Colorado, through GrowStrong Wealth Strategies since September 2020.
How many years of experience does Erik Utzinger have?
Erik Utzinger has 25 years in the financial industry, since August 2001, across 3 adviser firms.
What exams has Erik Utzinger passed?
Erik Utzinger has passed 4 licensing exams: the Series 6, Series 26, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2001. FINRA credited Erik Utzinger with the SIE, which began in October 2018.
Where did Erik Utzinger work before GrowStrong Wealth Strategies?
Before GrowStrong Wealth Strategies, Erik Utzinger was registered through Investment Advisors International, Inc., July 2006 to January 2012; Intersecurities, Inc., February 2005 to August 2006.
Where is Erik Utzinger based?
Erik Utzinger’s registered office is in Fort Collins, CO.
Is Erik Utzinger registered with FINRA?
No. Erik Utzinger has no current broker registration.
How can I verify Erik Utzinger’s record?
Search CRD 4413113 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Utzinger’s full registration record.