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Tavis Craig Holsinger

Aspen Wealth Management, Inc.

Overland Park, KS

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Current Employers
Aspen Wealth Management, Inc.

9300 W. 110Th Street Suite 680, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-10-20
MO RA APPROVED 2023-10-20
  • KS RA
    APPROVED
    Since 2023-10-20
  • MO RA
    APPROVED
    Since 2023-10-20

Branch Locations

9300 W. 110Th Street Suite 680, Overland Park, KS 66210 • 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
Gearing Capital Partners, Inc. Dallas TX 11/2010 01/2023
Self-Employed Olathe KS 02/2023 09/2023
Aspen Wealth Management, Inc. Overland Park KS 10/2023 Present
  • 11/2010 → 01/2023
    Gearing Capital Partners, Inc.
    Dallas, TX
  • 02/2023 → 09/2023
    Self-Employed
    Olathe, KS
  • 10/2023 → Present
    Aspen Wealth Management, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20

View on SEC IAPD

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