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).
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Total Assets Under Management97MILLION
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Total Number of Accounts1,278ACCOUNTS
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Average Account Value$75,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
KS, MO
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.