Aspen Wealth Strategies, LLC
Aspen Wealth Strategies, LLC (CRD# 307424) is a financial advisory firm headquartered in Arvada, CO. They manage $248,713,413 in 1,166 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management249MILLION
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Total Number of Accounts1,166ACCOUNTS
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Average Account Value$213,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CO, FL, MO, TX, WY
Cade Hengel (CRD# 6723856) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 6 years of experience in the finance industry.
Andy McClaflin (CRD# 4670759) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 20 years of experience in the finance industry.
Stephanie McElheny (CRD# 5806111) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 11 years of experience in the finance industry.
Amber Anderson (CRD# 5535450) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has over 3 years of experience in the finance industry.
Bradley Lindeberg (CRD# 7764577) is an Investment Advisor Representative working at Aspen Wealth Strategies, LLC in Arvada, CO and has 1 year of experience in the finance industry.