ASPEN WEALTH STRATEGIES, LLC

ASPEN WEALTH STRATEGIES, LLC of ARVADA, CO is an SEC-registered investment adviser (CRD 307424). Regulatory assets under management: $312.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

NameRoleLocation
Andy Don McclaflinCHAIRMAN AND WEALTH ADVISOR; CHAIRMAN, WEALTH ADVISOR, MANAGER, MEMBER
Amber Kelly AndersonCHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGER, MEMBER
Cade Nathaniel HengelWEALTH MANAGER,MANAGER, MEMBER
BOWMAN STEVEN MICHAELWEALTH ADVISOR AND CHIEF FINANCIAL OFFICER; WEALTH ADVISOR AND PLANNER
MCCLAFLIN ANDY DONCHAIRMAN AND WEALTH ADVISOR; CHIEF EXECUTIVE OFFICER
FAIRCLOTH JOEL PATRICKCHIEF INVESTMENT OFFICER AND WEALTH MANAGER; PRESIDENT OF WEALTH MANAGEMENT
ANDERSON AMBER KELLYCHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER (+1 more)

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