Alspaugh Wealth Management
Alspaugh Wealth Management (CRD# 167477) is a financial advisory firm headquartered in Cape Girardeau, MO. They manage $6,200,000 in 3 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$2,066,667
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, KY, MO
Financial Advisors at Alspaugh Wealth Management
1
Brock Alspaugh (CRD# 4465887) is an Investment Advisor Representative working at Innovative Financial Planners, LLC in Cape Girardeau, MO and has over 14 years of experience in the finance industry.
2
Jason Lee (CRD# 7275528) is an Investment Advisor Representative working at Alspaugh Wealth Management in Cape Girardeau, MO and has over 3 years of experience in the finance industry.
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