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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-12-19 |
| CO | RA | APPROVED | 2019-01-02 |
Branch Locations
7222 Commerce Center Drive Suite 245, Colorado Springs, CO 80919 • United States
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Horter Investment Management | Cincinnati | OH | 01/2018 | 01/2019 |
| Aspen Creek Wealth Strategies | Colorado Springs | CO | 04/2015 | Present |
| Aspen Creek Wealth Strategies | Colorado Springs | CO | 10/2015 | 04/2017 |
| Banking On Real Estate/Carson Square/Orlando 43 | Colorado Springs | CO | 08/2015 | Present |
| Colorado Dream Realty | Colorado Springs | CO | 12/2016 | 05/2019 |
| Done For You Real Estate | Colorado Springs | CO | 08/2011 | Present |
| Terranova | Colorado Springs | CO | 01/2012 | Present |
| Stickysheets Unlimited | Colorado Springs | CO | 06/2006 | Present |
| Golden Eagle Alliance | Colorado Springs | CO | 11/2008 | Present |
| Tyler Wealth Management | Colorado Springs | CO | 11/2018 | 11/2024 |
| Exp Realty Llc | Colorado Springs | CO | 05/2019 | Present |
| Aspen Creek Wealth Management, Llc | Southlake | TX | 11/2024 | Present |
1.The Name of the other business: Aspen Creek Wealth Strategies Investment Related?: Yes Address of other business: 9790 Kit Carson Lane Colorado Springs, CO 80920 Nature of other business: Life Insurance Your position: Advisor Start Date: 05/2015 How many hours you devote to the other business per month: 30 How many hours you devote to the other business during securities trading hours: 30 Briefly describe your duties: Advise people on retirement choices including life insurance, annuities, real estate 2. The Name of the other business: Terra Nova/Done For You Real Estate/eXp Realty LLC/Banking on Real Estate/Carson Square/Orlando 43 Investment Related?: Yes Address of other business: 1880 Office Club Pointe Colorado Spring, CO 80920 Nature of other business: Real Estate Investing Your position: Owner Start Date: 01/2012 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 Briefly describe your duties: I invest in buy and hold properties with my husband using a service called "Done For You Real Estate". We own 10 jointly. I spend less than 1 hour a month on these. I invest in buy and hold bulk properties with 2 other partners. We own 41 single family homes and an apartment building. I spend 3 hours/week on these. When I meet with a client that has interest in real estate investing, I introduce them to how I do real estate using "Done For You Real Estate". I meet with the client as part of our normal discovery/suitability discussion. Then I email DFYRE the client's contact information and DFYRE takes it from there. I spend 2 hours/month in this area. 3.The Name of the other business:Golden Eagle Alliance Investment Related: No Address of Your Other Business: 9790 Kit Carson Ln, Colorado Springs, CO 80920 Nature of other business: oil/gas drilling Your position: President How many hours you devote to the other business per month: 2 How many hours you devote to the other business during securities trading hours: 2 4.The Name of the other business:Aspen Creek Development Investment Related: Yes Address of Your Other Business: Colorado Springs, CO Nature of other business: Private real estate investing Your position: Project Manager How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 Brief Description of Duties: facilitate the sales of modular homes 5. eXp Realty, LLC, non-investment related, EXP Realty, LLC, P.O. Box 913328 Denver, Co 80291-3328, Real Estate, Realtor, 05/2019, 2/ mo, 2/mo, Sell Real Estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-29 |
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