Trevor K. Holsinger

ASPEN WEALTH MANAGEMENT

Overland Park, KS 66210

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CRD#: 2816719

Professional summary

Trevor Kyle Holsinger is a registered financial advisor currently at ASPEN WEALTH MANAGEMENT, INC. located in Overland Park, Kansas.

Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Trevor has worked at 4 firms and has passed the Series 63, Series 22 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

THE TREVOR K. HOLSINGER REV TRUST; IS INVESTMENT-RELATED; 5650 W 150 St, OVERLAND PARK, KS 66223; PERSONAL/FAMILY INVESTING; TRUSTEE; 11/1997; 4 HOURS/MONTH; ALL OUTSIDE NORMAL SECURITY TRADING HOURS; DUTIES ARE TO SEARCH FOR AND EVALUATE INVESTMENT OPPORTUNITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kyle Holsinger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2000 - Present

ASPEN WEALTH MANAGEMENT, INC.

Office #1: 9300 W. 110th Street Suite 680, Overland Park, KS 66210

RIA

CRD#: 116061

Overland Park, KS

Past

December 16, 2003 - February 10, 2010

CAPITAL MANAGEMENT PARTNERS, INC.

CRD#: 21973

OVERLAND PARK, KS

Past

August 19, 1997 - April 3, 2000

FAS CORP.

CRD#: 43536

LEAWOOD, KS

Past

November 6, 1996 - September 3, 1997

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(4/5/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/29/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 12/15/2003

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 7

Date: 11/5/1996

General Securities Representative Examination

Current Firm

ASPEN WEALTH MANAGEMENT, INC.

ASPEN ADVISORS, INC. | ASPEN WEALTH MANAGEMENT, INC.

CRD#: 116061 / SEC#: 801-62136

RIA

Registered Investment Advisory firm - (3/16/2015 Terminated)

Kansas

Registered Investment Advisory firm - (3/16/2015 Approved)

Missouri

Registered Investment Advisory firm - (8/28/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9300 W. 110th Street Suite 680, Overland Park, KS 66210

Mailing Address

Phone number

(913) 491-0500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 79,457,564

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Trevor K. Holsinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kyle Holsinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN WEALTH MANAGEMENT, INC.

CAPITAL MANAGEMENT PARTNERS, INC.

FAS CORP.

MUTUAL SERVICE CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 12/29/2003

Series 22

Date: 12/15/2003

Series 7

Date: 11/5/1996

Current Firm

ASPEN WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPEN WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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