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Current Employers
Aspen Creek Wealth Management, Llc

950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
TX RA APPROVED 2018-06-12
  • CO RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2018-06-12

Branch Locations

950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States

Pittsburg, TX • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspen Creek Wealth Strategies Colorado Springs CO 08/2014 Present
Tyler Wealth Management, Llc Colorado Springs CO 04/2018 11/2024
Aspen Creek Wealth Management, Llc Southlake TX 11/2024 Present
  • 08/2014 → Present
    Aspen Creek Wealth Strategies
    Colorado Springs, CO
  • 04/2018 → 11/2024
    Tyler Wealth Management, Llc
    Colorado Springs, CO
  • 11/2024 → Present
    Southlake, TX
Previous Registrations
  • 2008-01-16 → 2010-01-14
    Morrow Wealth Management Inc
    Trophy Club, TX
  • 2008-01-16 → 2009-12-08
    Morrow Wealth Management Inc
    Trophy Club, TX
  • 2006-05-18 → 2008-01-07
    Capital Financial Services, Inc.
    Bedford, TX
    Minot, ND
    Minot, ND
    Roseville, CA
    Sugar Land, TX
    Southlake, TX
  • 2005-06-24 → 2006-05-08
    Grapevine, TX
    Grapevine, TX
  • 2004-01-06 → 2005-05-26
    Ft Worth, TX
  • 2003-08-12 → 2004-01-20
    Irving, TX
Other Businesses

1) ASPEN CREEK WEALTH STRATEGIES; investment-related; Colorado Springs, CO; SALES & MARKETING OF FIXED INSURANCE PRODUCTS; PRESIDENT and owner; 08/14; Mr. Morrow spends approximately 20 hours per week during trading hours in this role; Mr. Morrow is the President of Aspen Creek Wealth Strategies. In this role he runs the operations of the company, hires agents, and markets, recommends and sells insurance products. 2) MDM Permian, Inc; investment related; Dallas, TX; Board Member and Advisor to Board of Directors; 02/2025; Mr. Morrow spends approximately 2 hours per month during trading hours in this role. 3) Morrow Family Foundation; non-investment related; Pittsburg, TX; since 2/2022; Director; not compensated; this is family non profit business; spends approximately 4 hours per month during trading hours in this role. 4) MJM Property 5 and MJM Property 7; non-investment related; Pittsburg, TX; since 5/2023, and 8/2025 respectively; Member; compensated; rental property management; spends approximately 10 hours per month during trading hours in this role. 5) A Better Way, LLC; non-investment related; Pittsburg, TX; Since 6/2025; Manager; compensated; provides direction to yacht chartering business activities; spends approximately 6 hours per month during trading hours in this role. 6) Made For Waves, LLC; non-investment related; Mexico; Since 6/2023; Manager; compensated; provides direction to yacht chartering business activities; spends approximately 6 hours per month during trading hours in this role.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-26
S66 Uniform Combined State Law Examination 2003-06-30
S63 Uniform Securities Agent State Law Examination 1993-06-25
  • S65 Uniform Investment Adviser Law Examination
    2016-04-26
  • S66 Uniform Combined State Law Examination
    2003-06-30
  • S63 Uniform Securities Agent State Law Examination
    1993-06-25

View on SEC IAPD

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