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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
MT RA APPROVED 2022-12-19
CO RA APPROVED 2019-01-02
  • MT RA
    APPROVED
    Since 2022-12-19
  • CO RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2018 → 01/2019
    Horter Investment Management
    Cincinnati, OH
  • 04/2015 → Present
    Aspen Creek Wealth Strategies
    Colorado Springs, CO
  • 10/2015 → 04/2017
    Aspen Creek Wealth Strategies
    Colorado Springs, CO
  • 08/2015 → Present
    Banking On Real Estate/Carson Square/Orlando 43
    Colorado Springs, CO
  • 12/2016 → 05/2019
    Colorado Dream Realty
    Colorado Springs, CO
  • 08/2011 → Present
    Done For You Real Estate
    Colorado Springs, CO
  • 01/2012 → Present
    Terranova
    Colorado Springs, CO
  • 06/2006 → Present
    Stickysheets Unlimited
    Colorado Springs, CO
  • 11/2008 → Present
    Golden Eagle Alliance
    Colorado Springs, CO
  • 11/2018 → 11/2024
    Tyler Wealth Management
    Colorado Springs, CO
  • 05/2019 → Present
    Exp Realty Llc
    Colorado Springs, CO
  • 11/2024 → Present
    Southlake, TX
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-29
  • S65 Uniform Investment Adviser Law Examination
    2017-12-29
Other Names
  • Kelly Marie Watkins
  • Kelly Marie Schultz

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