Aspen Wealth Management, Inc.
Aspen Wealth Management, Inc. (CRD# 116061) is a financial advisory firm headquartered in Overland Park, KS. They manage $55,432,609 in 278 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management55MILLION
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Total Number of Accounts278ACCOUNTS
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Average Account Value$199,398
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
KS, MO
Trevor Holsinger (CRD# 2816719) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 20 years of experience in the finance industry.
Stephen Small (CRD# 5400331) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 16 years of experience in the finance industry.
Tavis Holsinger (CRD# 3011205) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has 1 year of experience in the finance industry.