Aspen Wealth Planners LLC

Aspen Wealth Planners LLC (CRD# 118324) is a financial advisory firm headquartered in , . They manage $24,034,694 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $210,831
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, CO

Financial Advisors at Aspen Wealth Planners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shanda Sullivan, financial advisor Broken Arrow OK
Shanda K. Sullivan
CRD#: 5870095
Broken Arrow, OK

Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Aspen Wealth Planners LLC in Broken Arrow, OK and has over 13 years of experience in the finance industry.

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.

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