Brandon C. Shaw
Professional summary
Brandon Christian Shaw, who also goes by Brandon Christian Shaw, Brandon Shaw, is a registered financial advisor currently at ASPEN CREEK WEALTH MANAGEMENT, LLC located in Colorado Springs, Colorado.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Brandon has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Christian Shaw's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2020 - Present
ASPEN CREEK WEALTH MANAGEMENT, LLC
August 1, 2019 - November 25, 2019
USAA INVESTMENT SERVICES COMPANY
July 31, 2019 - November 25, 2019
USAA FINANCIAL ADVISORS, INC.
October 20, 2016 - October 4, 2018
EDWARD JONES
September 20, 2016 - October 4, 2018
EDWARD JONES
July 10, 2014 - August 5, 2016
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2020)
Exams
Current Firm
ASPEN CREEK WEALTH MANAGEMENT, LLC
CRD#: 160649 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 12,591,705 |
Red Flags
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