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Amber Kelly Anderson

ASPEN WEALTH STRATEGIES, LLC·ARVADA, Colorado
Series 65Clean record5 years registeredASPEN WEALTH STRATEGIES, LLC
8333 RALSTON ROAD,, ARVADA, CO 80002CRD# 5535450Firm CRD# 307424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amber Kelly Anderson · ARVADA, CO
Registration
CRD #5535450 · ASPEN WEALTH STRATEGIES, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

ASPEN WEALTH STRATEGIES, LLC
Sep 2020 – present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Aug 2020 – Sep 2020
ARVADA, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 17, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASPEN WEALTH STRATEGIES, LLC
CRD 307424 · SEC 801-119473
AUM
$249M
Regulatory assets under management
Employees
7
1,166 client accounts
Services offered by ASPEN WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ASPEN WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Amber Kelly Anderson offer?
Amber Kelly Anderson specializes in Financial Planning, Investment Management. Contact their office in ARVADA, Colorado for a consultation.
What are Amber Kelly Anderson's credentials?
Amber Kelly Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amber Kelly Anderson located?
Amber Kelly Anderson is based in ARVADA, Colorado, working with ASPEN WEALTH STRATEGIES, LLC. Their office serves clients in the ARVADA metropolitan area and surrounding communities.
How does Amber Kelly Anderson charge for services?
Amber Kelly Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASPEN WEALTH STRATEGIES, LLC?
ASPEN WEALTH STRATEGIES, LLC has approximately 7 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASPEN WEALTH STRATEGIES, LLC

Ryan Michael Bowman
ARVADA, CO
Joel Patrick Faircloth
ARVADA, CO
Andy Don Mcclaflin
ARVADA, CO

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