Aspen Wealth Planners LLC
Aspen Wealth Planners LLC (CRD# 118324) is a financial advisory firm headquartered in , . They manage $24,034,694 in 114 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Aspen Wealth Planners LLC
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts114ACCOUNTS
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Average Account Value$210,831
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at Aspen Wealth Planners LLC
1
Shanda Sullivan (CRD# 5870095) is an Investment Advisor Representative working at Aspen Wealth Planners LLC in Broken Arrow, OK and has over 13 years of experience in the finance industry.
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