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).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $199,398
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Aspen Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Trevor K. Holsinger
CRD#: 2816719
9300 W. 110th Street, Suite 680, Overland Park, KS 66210

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.

2
Stephen J. Small
CRD#: 5400331
9300 W. 110th Street, Suite 680, Overland Park, KS 66210

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.

3
Tavis C. Holsinger
CRD#: 3011205
9300 W. 110th Street, Suite 680, Overland Park, KS 66210

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.

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