Aspen Lynn West
CFP®Professional Summary
Aspen Lynn West, CFP®, who also goes by Aspen Knickrehm, Aspen Lynn Knickrehm, Aspen West, is a registered financial advisor currently at FOREFRONT located in Phoenix, Arizona and CALTON & ASSOCIATES, INC. located in Austin, Texas. Aspen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Aspen has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Aspen Knickrehm, Aspen Lynn Knickrehm, Aspen West
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
BAYSTATE WEALTH ADVISORS | THE 401(K) ADVISOR | TANDEM WEALTH MANAGEMENT | SUMMIT ADVISORS | PRINCIPATUS WEALTH | POINT2 CAPITAL PARTNERS | PACE FINANCIAL SERVICES | NAMA PRIVATE WEALTH | MOUNTAIN HIGH WEALTH MANAGEMENT | MINDFUL FINANCIAL PARTNERS | LEONE AND COMPANY WEALTH MANAGEMENT | GLENROCK WEALTH ADVISORS | FOUR LEAF FINANCIAL PLANNING | FOREFRONT WEALTH PARTNERS, LLC | FOREFRONT WEALTH PARTNERS | FOREFRONT ADVISOR NETWORK | FOREFRONT | EQUITY COMP ADVISORS | CREATOR MONEY | COAST FINANCIAL | CHALK MONEY | BEST WEALTH ADVISORY
Contact Information
Main Address
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX 78735Phone Number
(512) 617-1984# of Employees
15SEC notice filing (27 States and Territories)
Registered to provide investment advisory services in 27 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,382AUM (Assets Under Management)
$239,835,320Similar Advisors
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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.
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Primary Firm SEC Registration
BAYSTATE WEALTH ADVISORS | THE 401(K) ADVISOR | TANDEM WEALTH MANAGEMENT | SUMMIT ADVISORS | PRINCIPATUS WEALTH | POINT2 CAPITAL PARTNERS | PACE FINANCIAL SERVICES | NAMA PRIVATE WEALTH | MOUNTAIN HIGH WEALTH MANAGEMENT | MINDFUL FINANCIAL PARTNERS | LEONE AND COMPANY WEALTH MANAGEMENT | GLENROCK WEALTH ADVISORS | FOUR LEAF FINANCIAL PLANNING | FOREFRONT WEALTH PARTNERS, LLC | FOREFRONT WEALTH PARTNERS | FOREFRONT ADVISOR NETWORK | FOREFRONT | EQUITY COMP ADVISORS | CREATOR MONEY | COAST FINANCIAL | CHALK MONEY | BEST WEALTH ADVISORY
State Registrations and Notice Filings
(8/22/2024)
(9/29/2025)
(6/12/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Aspen Lynn West's CRS (Customer Relationship Summary).
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