Miles F. Kuperus

ASPEN INVESTMENT MANAGEMENT

GRAND RAPIDS, MI 49525

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CRD#: 6702878

Professional summary

Miles Fred Kuperus, CFP®, who also goes by Miles Kuperus, is a registered financial advisor currently at ASPEN INVESTMENT MANAGEMENT INC. located in Grand Rapids, Michigan.

Miles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Miles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Miles Kuperus

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Fred Kuperus's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

November 24, 2020 - Present

ASPEN INVESTMENT MANAGEMENT INC.

Office #1: 4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525

RIA

CRD#: 112081

GRAND RAPIDS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASPEN INVESTMENT MANAGEMENT INC.

ALPHENAAR INVESTMENT COUNSEL, INC. | ASPEN INVESTMENT MANAGEMENT INC. | ASPEN GOLD INVESTMENT MANAGEMENT, INC.

CRD#: 112081 / SEC#: 801-58191

RIA

Registered Investment Advisory firm - (12/8/2000 Approved)

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

Michigan
(11/24/2020)

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

IAR

Series 65

Date: 11/24/2020

Uniform Investment Adviser Law Examination

Current Firm

ASPEN INVESTMENT MANAGEMENT INC.

ALPHENAAR INVESTMENT COUNSEL, INC. | ASPEN INVESTMENT MANAGEMENT INC. | ASPEN GOLD INVESTMENT MANAGEMENT, INC.

CRD#: 112081 / SEC#: 801-58191

RIA

Registered Investment Advisory firm - (12/8/2000 Approved)

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Contact information

Main Address

4020 E. Beltline Ave Ne Ste 103, Grand Rapids, MI 49525

Mailing Address

Phone number

(616) 361-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	540
AUM (Assets Under Management)	$ 285,662,327

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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Miles F. Kuperus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Fred Kuperus's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

ASPEN INVESTMENT MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/2020

Current Firm

ASPEN INVESTMENT MANAGEMENT INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPEN INVESTMENT MANAGEMENT INC.

TRUST BUT VERIFY

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