The Aspen Equity Group
The Aspen Equity Group (CRD# 118282) is a financial advisory firm headquartered in Waco, TX. They manage $22,311,000 in 93 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$239,903
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Robert Cluck (CRD# 1735383) is an Investment Advisor Representative working at The Aspen Equity Group in Waco, TX and has over 30 years of experience in the finance industry. Robert Cluck 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 put clients' interests first and comply with the Financial Planning Practice Standards.