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Kevin Bernard Ostafinski

Aspirean Wealth, LLC

Mill Valley, CA

Chesterton, IN

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Current Employers
Aspirean Wealth, Llc

6 Knoll Lane Suite B, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-24
  • IN RA
    APPROVED
    Since 2025-03-24

Branch Locations

6 Knoll Lane Suite B, Mill Valley, CA 94941 • United States

160 Rail Rd, Ste 4, Chesterton, IN 46304 • 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
Clh Cpa's & Associates Michigan City IN 06/2022 11/2024
Luke Family Of Brands Hobart IN 08/2019 05/2022
Arcelormittal Burns Harbor IN 01/2019 07/2019
Michael Lipp & Associates Pc Valparaiso IN 11/2017 12/2018
United States Navy Norfolk VA 10/2013 10/2017
Aspirean Wealth Mill Valley CA 01/2025 Present
  • 06/2022 → 11/2024
    Clh Cpa's & Associates
    Michigan City, IN
  • 08/2019 → 05/2022
    Luke Family Of Brands
    Hobart, IN
  • 01/2019 → 07/2019
    Arcelormittal
    Burns Harbor, IN
  • 11/2017 → 12/2018
    Michael Lipp & Associates Pc
    Valparaiso, IN
  • 10/2013 → 10/2017
    United States Navy
    Norfolk, VA
  • 01/2025 → Present
    Aspirean Wealth
    Mill Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-24
  • S65 Uniform Investment Adviser Law Examination
    2025-03-24

View on SEC IAPD

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Other Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA
SCHMITZ CAPITAL PARTNERS, LLC · MILL VALLEY, CA
BAYHUNT CAPITAL LLC · MILL VALLEY, CA
BOLDIN ADVISORS · MILL VALLEY, CA
URBAN INVESTMENT ADVISORS · MILL VALLEY, CA
COMMONWEALTH FINANCIAL NETWORK · Mill Valley, CA

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