Aspen Wealth Management, Inc.

Aspen Wealth Management, Inc. (CRD# 116061) is a financial advisory firm headquartered in Overland Park, KS. They manage $54,146,474 in 522 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    522
    ACCOUNTS
  • Average Account Value
    $103,729
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Aspen Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen J. Small
CRD#: 5400331
7300 College Blvd., Suite 306, Overland Park, KS 66210
93
Wealthminder
score

Stephen Small (CRD# 5400331) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 9 years of experience in the finance industry.

2
Darrin R. Wolff
CRD#: 2401672
7300 College Blvd., Suite 306, Overland Park, KS 66210
83
Wealthminder
score

Darrin Wolff (CRD# 2401672) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 22 years of experience in the finance industry.

3
Trevor K. Holsinger
CRD#: 2816719
7300 College Blvd., Suite 306, Overland Park, KS 66210
71
Wealthminder
score

Trevor Holsinger (CRD# 2816719) is an Investment Advisor Representative working at Aspen Wealth Management, Inc. in Overland Park, KS and has over 12 years of experience in the finance industry. Trevor Holsinger 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.

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