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Farrell James Griswold

Aspire Wealth Advisors, LLC

Bend, OR

CRD 5800564

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Employer firm

Aspire Wealth Advisors, LLC CRD 288151

$74.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Aspire Wealth Advisors, Llc

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
OR RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02
  • OR RA
    APPROVED
    Since 2026-01-02

Branch Locations

Bend, OR • 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
Wells Fargo Advisors Llc Bend OR 06/2010 11/2016
Wells Fargo Clearing Services, Llc Bend OR 11/2016 06/2017
Aspire Wealth Advisors,Llc Bend OR 06/2017 Present
  • 06/2010 → 11/2016
    Wells Fargo Advisors Llc
    Bend, OR
  • 11/2016 → 06/2017
    Wells Fargo Clearing Services, Llc
    Bend, OR
  • 06/2017 → Present
    Aspire Wealth Advisors,Llc
    Bend, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-06
  • S66 Uniform Combined State Law Examination
    2010-08-06

View on SEC IAPD

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