Aspire Wealth Management, LLC

Aspire Wealth Management, LLC (CRD# 311368) is a financial advisory firm headquartered in Overland Park, KS. They manage $96,576,798 in 1,278 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7400 W. 130th Street, Suite 130, Overland Park, KS 66213
https://www.linkedin.com/in/todd-schick-cfp%c2%ae-clu%c2%ae-chfc%c2%ae-4050b414
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    1,278
    ACCOUNTS
  • Average Account Value
    $75,569
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KS, MO

Financial Advisors at Aspire Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Todd Schick, CFP®, CLU®, financial advisor Overland Park KS
Todd A. Schick, CFP®, CLU®
CRD#: 4555540
7400 W. 130th Street, Suite 130, Overland Park, KS 66213

Todd Schick (CRD# 4555540) is an Investment Advisor Representative working at Advisors Excel and has over 16 years of experience in the finance industry. Todd Schick 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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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