Broker Check
John Alpers, III

John H. Alpers III is the co-founder and chairman of Gateway Financial Strategies, LLC, located in Erie, Colorado. John is the vice-president-treasurer of GFS Management, Inc., and a member of GFS Properties, LLC. John is registered to offer securities through Géneos Wealth Management, Inc., member FINRA/SIPC, and investment advisory services through Financial Design and Management, Inc. (FD&M), registered with the SEC.

John holds an associate degree in hospitality management from the Denver Institute of Technology where he graduated with honors in 1994. He subsequently worked for Vacation Time of Hilton Head, SC as a guest receptionist and coordinator before joining the financial planning profession in July 1995 and forming Gateway Financial Strategies in 1996. Prior to and during college, John was a standout athlete, excelling as a pitcher for various youth, Little League, Pony League and American Legion baseball teams. His talents, duly noted by Bill McCartney, CU football coach, and Bus Campbell, major-league scout, led to a college scholarship opportunity at the University of Southern Idaho. During his baseball career, John pitched two complete game no-hit shutouts against competing American Legion-A teams and was on the Boulder High School (1991) state championship team.

As his career in the securities industry has evolved, John has risen from the position of an administrative assistant to that of a registered representative to, presently, that of registered principal and co-chairman of Gateway Financial Strategies, LLC.

In addition to his other duties, John’s most significant and specific duty is that of product analyst, directly responsible for the placement and active management of over $35 million of assets for some 80 clients. He has earned the designation of Accredited Asset Management Specialist (AAMS) from the College for Financial Planning™, further validating his commitment to the management of his clients’ portfolios.

John’s personal interests revolve around his wife, Robin, and their four children, Maddy, Jordan, Rylan, and Lily. He also enjoys fishing, golf, dirt bike riding, camping and coaching youth sports in Broomfield and Erie.

Designations: Registered Principal, Registered Representative, and Accredited Asset Management Specialist
Emphasis: Product Analyst and Asset Allocation
Education: AA Degree (with honors), Denver Institute of Technology.
Years of industry experience: 21