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Andy McClaflin
Chief Executive Officer at Aspen Wealth Strategies LLC
Andy McClaflin active positions
Companies | Position | Start | End |
---|---|---|---|
Aspen Wealth Strategies LLC
![]() Aspen Wealth Strategies LLC Investment ManagersFinance Aspen Wealth Strategies LLC is a fee-only wealth management company that offers financial planning, asset management, and corporate services. The private company's asset management services include asset allocation, risk analysis, 401 (k) allocation, diversification, location optimization, and institutional asset management. The company is based in Arvada, CO, and has another office in Boulder, CO. Aspen Wealth Strategies is registered as an investment adviser with the U.S. Securities and Exchange Commission. The company's financial planning services include retirement planning, estate planning, education planning, tax planning, and real estate planning. Aspen Wealth Strategies was founded in 2013 by Andy Don McClaflin, who has been the CEO since then. | Chief Executive Officer | 01/04/2013 | - |
Chairman | 01/04/2013 | - | |
Founder | 01/04/2013 | - | |
Portfolio Manager-Equities | 01/04/2013 | - |
Career history of Andy McClaflin
Training of Andy McClaflin
Fort Hays State University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Chairman | 1 |
Founder | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Aspen Wealth Strategies LLC
![]() Aspen Wealth Strategies LLC Investment ManagersFinance Aspen Wealth Strategies LLC is a fee-only wealth management company that offers financial planning, asset management, and corporate services. The private company's asset management services include asset allocation, risk analysis, 401 (k) allocation, diversification, location optimization, and institutional asset management. The company is based in Arvada, CO, and has another office in Boulder, CO. Aspen Wealth Strategies is registered as an investment adviser with the U.S. Securities and Exchange Commission. The company's financial planning services include retirement planning, estate planning, education planning, tax planning, and real estate planning. Aspen Wealth Strategies was founded in 2013 by Andy Don McClaflin, who has been the CEO since then. | Finance |
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