Aspen Capital Management

Aspen Capital Management (CRD# 119050) is a financial advisory firm headquartered in Boise, ID. They manage $850,370,000 in 1,940 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
101 S Capitol Blvd, Suite 610, Boise, ID 83702
http://www.aspencapitalmgmt.com
By the Numbers
  • Total Assets Under Management
    850
    MILLION
  • Total Number of Accounts
    1,940
    ACCOUNTS
  • Average Account Value
    $438,335
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NY, OR, TX, WA

Financial Advisors at Aspen Capital Management
Showing 1 - 7 of 7 top financial advisors.
1
Mike Mers, financial advisor Boise ID
Mike S. Mers
CRD#: 4505065
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Mike Mers (CRD# 4505065) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 21 years of experience in the finance industry.

2
Rachel Rant, financial advisor Boise ID
Rachel A. Rant
CRD#: 7014862
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Rachel Rant (CRD# 7014862) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 5 years of experience in the finance industry.

3
Nathan Burman, financial advisor Boise ID
Nathan R. Burman
CRD#: 7645264
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Nathan Burman (CRD# 7645264) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has 1 year of experience in the finance industry.

4
Katherine Dow, financial advisor Boise ID
Katherine G. Dow
CRD#: 4787666
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Katherine Dow (CRD# 4787666) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 4 years of experience in the finance industry.

5
James Smith, financial advisor Boise ID
James R. Smith
CRD#: 7439576
101 S Capitol Blvd, Suite 610, Boise, ID 83702

James Smith (CRD# 7439576) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 2 years of experience in the finance industry. James Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jake Taylor, financial advisor Boise ID
Jake J. Taylor
CRD#: 7484437
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Jake Taylor (CRD# 7484437) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has 1 year of experience in the finance industry. Jake Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lavea Thomas, financial advisor Boise ID
Lavea G. Thomas
CRD#: 4920010
101 S Capitol Blvd, Suite 610, Boise, ID 83702

Lavea Thomas (CRD# 4920010) is an Investment Advisor Representative working at Aspen Capital Management in Boise, ID and has over 18 years of experience in the finance industry. Lavea Thomas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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