Aleda Kresge, financial advisor Frisco CO
93 score

Aleda Kresge

CRD Number: 1966738
Current Firm: Western Wealth Management LLC

Aleda Kresge (CRD# 1966738) is an Investment Advisor Representative working at Western Wealth Management LLC in Frisco, CO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Western Wealth Management LLC Frisco, CO Jun 2016 - Current 1
Lpl Financial, LLC Frisco, CO Nov 2003 - Current 14
Western Wealth Management, LLC Golden, CO Jan 2015 - Jun 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Aleda S. Kresge
Phone Number: 719-694-5195
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,008
    MILLIONS
  • Total Number of Accounts
    5,152
    ACCOUNTS
  • Average Account Value
    $195,697
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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