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Kellie G Beiers

Aspen Wealth Strategies, LLC

Arvada, CO

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Current Employers
Aspen Wealth Strategies, Llc

8333 Ralston Road, Suite 2, Arvada, CO 80002 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-07-25
  • CO RA
    APPROVED
    Since 2023-07-25

Branch Locations

8333 Ralston Road, Suite 2, Arvada, CO 80002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Western Trust Denver CO 07/2006 09/2016
Chasefield Capital Lakewood CO 09/2016 06/2023
Aspen Wealth Strategies, Llc Arvada CT 07/2023 Present
  • 07/2006 → 09/2016
    First Western Trust
    Denver, CO
  • 09/2016 → 06/2023
    Chasefield Capital
    Lakewood, CO
  • 07/2023 → Present
    Aspen Wealth Strategies, Llc
    Arvada, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-20
S66 Uniform Combined State Law Examination 2005-03-07
  • S65 Uniform Investment Adviser Law Examination
    2017-01-20
  • S66 Uniform Combined State Law Examination
    2005-03-07
Other Names
  • Kellie J Gibbs
  • Kellie J Gibbs/Beiers
  • Kellie J Gibbs Beiers

View on SEC IAPD

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Other Investors

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ANDY DON MCCLAFLIN
AMBER KELLY ANDERSON
STEPHANIE C. MCELHENY
ERICA ROSARIO FULTON
PERRY JON VASQUEZ
Molly Flynn McGill

Other Offices

LPL FINANCIAL LLC · ARVADA, CO
VASCORP WEALTH ADVISORS · ARVADA, CO
STATE FARM INVESTMENT MANAGEMENT CORP. · Arvada, CO
COMMONWEALTH FINANCIAL NETWORK · Arvada, CO
CWM, LLC · Arvada, CO
OSAIC WEALTH, INC. · ARVADA, CO
EDWARD JONES · ARVADA, CO
LPL FINANCIAL LLC · ARVADA, CO

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