Gina Waite has been Partner/Chief Compliance Officer of GrowStrong Wealth Strategies since January 2024, 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.
Gina Waite’s longest registration was 6 years at Transamerica Financial Advisors, Inc. (2012–2018). Before joining GrowStrong Wealth Strategies in 2020, Gina Waite was registered through Global View Capital Management, LTD and Transamerica Financial Advisors, Inc.
- Growstrong Wealth StrategiesCurrent– present · 6 yearsFort Collins, CO · Adviser representative · Firm CRD 308299
- Global View Capital Management, LTD– · 2 yearsLoveland, CO · Adviser representative · Firm CRD 158292
- Transamerica Financial Advisors, Inc.– · 6 yearsFort Collins, CO · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 1 yearFort Collins, CO · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Gina Waite is registered as an investment adviser representative in Colorado, since July 2020.
- ColoradoSince 9 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gina Marie Waite
- CRD
- 4711584
- Firm
- GrowStrong Wealth Strategies · CRD 308299
- Role
- Partner/Chief Compliance Officer
- Office
- 736 WHALERS WAY, SUITE G100, Fort Collins, CO 80525
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Gina Waite work?
Gina Waite has been Partner/Chief Compliance Officer of Growstrong Wealth Strategies, LLC since January 2024, and is a control person of the firm.
Is Gina Waite a financial advisor?
Yes. Gina Waite has a current investment-adviser registration in Colorado, through GrowStrong Wealth Strategies since July 2020.
How many years of experience does Gina Waite have?
Gina Waite has 21 years in the financial industry, since January 2005, across 4 adviser firms.
What exams has Gina Waite passed?
Gina Waite has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in January 2005. FINRA credited Gina Waite with the SIE, which began in October 2018.
Where did Gina Waite work before GrowStrong Wealth Strategies?
Before GrowStrong Wealth Strategies, Gina Waite was registered through Transamerica Financial Advisors, Inc., January 2012 to August 2018; Investment Advisors International, Inc., February 2010 to January 2012.
Where is Gina Waite based?
Gina Waite’s registered office is in Fort Collins, CO.
Is Gina Waite registered with FINRA?
No. Gina Waite has no current broker registration.
How can I verify Gina Waite’s record?
Search CRD 4711584 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gina Waite’s full registration record.