ASPEN WEALTH MANAGEMENT, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 116061). Regulatory assets under management: $83.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| KERR TROY DAVID | CHIEF COMPLIANCE OFFICER | — |
| LAGERSTROM CORY LYNN | REPRESENTATIVE | — |
| SMALL BARRY JAMES | CHIEF COMPLIANCE OFFICER | — |
| HOLSINGER TREVOR KYLE | PRESIDENT | — |
| HOLSINGER JOHANNA BACHMAN | CHIEF COMPLIANCE OFFICER; REPRESENTATIVE | — |
| GASAL DAVID FRANKLIN | REPRESENTATIVE | — |
| CAREY ANITA LESTER | REPRESENTATIVE | — |