Kellie Beiers (CRD# 4038008) is an Investment Advisor Representative working at Chasefield Capital Inc. in Lakewood, CO and has over 19 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Wealth Strategies, LLC | Arvada, CT | Jul 2023 - Current | < 1 |
| Chasefield Capital | Lakewood, CO | Sep 2016 - Jun 2023 | 6 |
| First Western Trust | Denver, CO | Jul 2006 - Sep 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- CO
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$2,923,077
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO
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