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Aspen Wealth Strategies, LLC CRD 307424
$312M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8333 Ralston Road, Suite 2, Arvada, CO 80002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2020-09-21 |
Branch Locations
8333 Ralston Road, Suite 2, Arvada, CO 80002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Arvada | CO | 05/2020 | 09/2020 |
| Raymond James Financial Services, Inc. | Arvada | CO | 10/2016 | 09/2020 |
| Edward Jones | Arvada | CO | 05/2008 | 10/2016 |
| Aspen Wealth Strategies, Llc | Arvada | CO | 09/2020 | Present |
1) CCAFA LLC; Not Investment-Related; 18431 West 92nd Place, Arvada, CO 80007; Window Washing Franchise; Partner; 06/2024; 20 hours per month; bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-15 |
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