Financial ADVSR advisor directory · SEC adviser records
Aspen Wealth Management, Inc. financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Aspen Wealth Management, Inc. office in Overland Park, A to Z.
The short answer
3 registered advisors work at Aspen Wealth Management, Inc. in Overland Park, out of 3 at the firm nationwide; it ranks number 91 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Aspen Wealth Management, Inc. advisors in Overland Park, A to Z
Every Aspen Wealth Management, Inc. advisor →- Tavis C. HolsingerInvestment adviser rep
- Trevor K. HolsingerInvestment adviser rep
- Stephen J. SmallInvestment adviser rep
Aspen Wealth Management, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Overland Park
All Overland Park advisors →Creative Planning 615Onedigital 135Prime Capital Financial 130Mariner 110Creativeone Wealth, LLC 101Creativeone Securities, LLC 70Cetera Investment Advisers LLC 64Edward Jones 61Mariner Wealth 55Osaic Wealth, Inc. 37LPL Financial LLC 35Strategic Advisers LLC 33
Questions
How many financial advisors does Aspen Wealth Management, Inc. have in Overland Park?
3 investment adviser representatives are registered at Aspen Wealth Management, Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Aspen Wealth Management, Inc. one of the largest advisor employers in Overland Park?
Aspen Wealth Management, Inc. ranks number 91 in Overland Park by registered advisors; Creative Planning has the most, with 615.
How do I check a Aspen Wealth Management, Inc. advisor in Overland Park?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Aspen Wealth Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.