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Gregory Bruce Lessard

Aspen Leaf Wealth Management, Pbc

Golden, CO

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Current Employers
Aspen Leaf Wealth Management, Pbc

14143 Denver West Pkwy Suite 100, Golden, CO 80401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-05-22
CO RA APPROVED 2013-01-01
  • TX RA
    APPROVED_RES
    Since 2015-05-22
  • CO RA
    APPROVED
    Since 2013-01-01

Branch Locations

14143 Denver West Pkwy Suite 100, Golden, CO 80401 • 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
Aspen Leaf Financial Planning, Llc Ladewood CO 09/2012 Present
  • 09/2012 → Present
    Aspen Leaf Financial Planning, Llc
    Ladewood, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-08
S63 Uniform Securities Agent State Law Examination 2005-09-02
  • S65 Uniform Investment Adviser Law Examination
    2007-02-08
  • S63 Uniform Securities Agent State Law Examination
    2005-09-02

View on SEC IAPD

Other Firms

WESTERN WEALTH MANAGEMENT LLC
P.A. SCHOPEN & ASSOCIATES, LLC
LPL FINANCIAL LLC
SNOWDEN CAPITAL ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
INTEGRATED WEALTH CONCEPTS LLC
EDWARD JONES
CREATIVEONE WEALTH, LLC

Other Investors

MICHAEL ANTHONY COLEMAN
Christine M Callaway
MATTHEW A CICHOCKI
Gregory Beal
Charles Edwin Hellums
Brooke Lee Martinez
Diana Lynne Bobka
ADAM WATSON HALL

Other Offices

WESTERN WEALTH MANAGEMENT LLC · GOLDEN, CO
P.A. SCHOPEN & ASSOCIATES, LLC · GOLDEN, CO
LPL FINANCIAL LLC · GOLDEN, CO
WESTERN WEALTH MANAGEMENT LLC · GOLDEN, CO
SNOWDEN CAPITAL ADVISORS LLC · Golden, CO
CETERA INVESTMENT ADVISERS LLC · GOLDEN, CO
WESTERN WEALTH MANAGEMENT LLC · GOLDEN, CO
INTEGRATED WEALTH CONCEPTS LLC · GOLDEN, CO

More in Golden, CO

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