Trevor Kyle Holsinger

Employer firm

Aspen Wealth Management, Inc. CRD 116061

$83.4M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• 401(K) PLAN ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → Present
  Aspen Wealth Management, Inc.
  Overland Park, KS

Other Businesses

THE TREVOR K. HOLSINGER REV TRUST; IS INVESTMENT-RELATED; 5650 W 150 St, OVERLAND PARK, KS 66223; PERSONAL/FAMILY INVESTING; TRUSTEE; 11/1997; 4 HOURS/MONTH; ALL OUTSIDE NORMAL SECURITY TRADING HOURS; DUTIES ARE TO SEARCH FOR AND EVALUATE INVESTMENT OPPORTUNITIES.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-12-29