Terri Propp has been an investment adviser representative at Global Wealth Strategies and Associates since July 2025, and is not listed among the firm’s executive officers or direct owners.
Global Wealth Strategies and Associates, LLC is a Denver, CO firm with $457M under management, 925 clients and 9 advisers across 2 offices, as of its May 2026 filing.
Terri Propp is Senior Wealth Advisor at Global Wealth Strategies & Associates. She has over 20 years of experience in the financial services industry, including work with large firms and boutique advisory teams. She works with clients, particularly women navigating major life transitions such as retirement or divorce.
Terri Propp’s longest registration was 10 years at Gill Capital Partners (2014–2025). Before joining Global Wealth Strategies and Associates in 2025, Terri Propp was registered through Colorado Wealth Group LLC and Gill Capital Partners.
- – present · 1 yearDenver, CO · Adviser representative · Firm CRD 316072
- Colorado Wealth Group LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 310024
- Gill Capital Partners– · 10 yearsDenver, CO · Adviser representative · Firm CRD 14559
- Wealth Legacy Institute, Inc.– · under a yearDenver, CO · Adviser representative · Firm CRD 144152
- Wagner Wealth Management, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 109937
Professional designations
Listed by Global Wealth Strategies and Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Terri Propp is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in July 2025.
- ColoradoSince 1 July 2025
- TexasResidentSince 2 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2011 |
| Series 7 | General Securities Representative Examination | 20 January 2006 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terri Lynn Propp
- CRD
- 4819626
- Firm
- Global Wealth Strategies and Associates · CRD 316072
- Office
- 3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, Denver, CO 80209
- Registration
- Investment adviser registration
- In the industry since
- June 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- gwsa.us
Where does Terri Propp work?
Terri Propp is an investment adviser representative registered through Global Wealth Strategies and Associates, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terri Propp a financial advisor?
Yes. Terri Propp has a current investment-adviser registration in Colorado and Texas, through Global Wealth Strategies and Associates since July 2025.
How many years of experience does Terri Propp have?
Terri Propp has 14 years in the financial industry, since June 2012, across 5 adviser firms.
What exams has Terri Propp passed?
Terri Propp has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in January 2006.
Where did Terri Propp work before Global Wealth Strategies and Associates?
Before Global Wealth Strategies and Associates, Terri Propp was registered through Colorado Wealth Group LLC, June 2025 to June 2025; Gill Capital Partners, December 2014 to May 2025; Wealth Legacy Institute, Inc., February 2014 to November 2014; Wagner Wealth Management, LLC, December 2011 to September 2013.
Where is Terri Propp based?
Terri Propp’s registered office is in Denver, CO.
Is Terri Propp registered with FINRA?
No. Terri Propp has no current broker registration.
Is Terri Propp a CFP?
Global Wealth Strategies and Associates lists Terri Propp with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: TERRI PROPP biography, gwsa.us
How can I verify Terri Propp’s record?
Search CRD 4819626 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terri Propp’s full registration record.