KF
Kelly M. Fasterling
ASPEN CREEK WEALTH MANAGEMENT
Colorado Springs, CO 80919
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CRD#: 6900683
KF
Professional summary
Kelly Marie Fasterling, who also goes by Kelly Marie Schultz, Kelly Marie Watkins, is a registered financial advisor currently at ASPEN CREEK WEALTH MANAGEMENT, LLC located in Colorado Springs, Colorado.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelly Marie Schultz | Kelly Marie Watkins
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.
1.The Name of the other business: Aspen Creek Wealth Strategies
Investment Related?: Yes
Address of other business: 9790 Kit Carson Lane Colorado Springs, CO 80920
Nature of other business: Life Insurance
Your position: Advisor
Start Date: 05/2015
How many hours you devote to the other business per month: 30
How many hours you devote to the other business during securities trading hours: 30
Briefly describe your duties: Advise people on retirement choices including life insurance, annuities, real estate
2. The Name of the other business: Terra Nova/Done For You Real Estate/eXp Realty LLC/Banking on Real Estate/Carson Square/Orlando 43
Investment Related?: Yes
Address of other business: 1880 Office Club Pointe Colorado Spring, CO 80920
Nature of other business: Real Estate Investing
Your position: Owner
Start Date: 01/2012
How many hours you devote to the other business per month: 10
How many hours you devote to the other business during securities trading hours: 10
Briefly describe your duties: I invest in buy and hold properties with my husband using a service called "Done For You Real Estate". We own 10 jointly. I spend less than 1 hour a month on these. I invest in buy and hold bulk properties with 2 other partners. We own 41 single family homes and an apartment building. I spend 3 hours/week on these. When I meet with a client that has interest in real estate investing, I introduce them to how I do real estate using "Done For You Real Estate". I meet with the client as part of our normal discovery/suitability discussion. Then I email DFYRE the client's contact information and DFYRE takes it from there. I spend 2 hours/month in this area.
3.The Name of the other business:Golden Eagle Alliance
Investment Related: No
Address of Your Other Business: 9790 Kit Carson Ln, Colorado Springs, CO 80920
Nature of other business: oil/gas drilling
Your position: President
How many hours you devote to the other business per month: 2
How many hours you devote to the other business during securities trading hours: 2
4.The Name of the other business:Aspen Creek Development
Investment Related: Yes
Address of Your Other Business: Colorado Springs, CO
Nature of other business: Private real estate investing
Your position: Project Manager
How many hours you devote to the other business per month: 10
How many hours you devote to the other business during securities trading hours: 10
Brief Description of Duties: facilitate the sales of modular homes
5. eXp Realty, LLC, non-investment related, EXP Realty, LLC, P.O. Box 913328
Denver, Co 80291-3328, Real Estate, Realtor, 05/2019, 2/ mo, 2/mo, Sell Real Estate
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Marie Fasterling'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®
NoneExperience
Current
January 2, 2019 - Present
ASPEN CREEK WEALTH MANAGEMENT, LLC
Office #1: 7222 Commerce Center Drive Suite 175, Colorado Springs, CO 80919RIA
CRD#: 160649
Colorado Springs, CO
Past
January 19, 2018 - January 4, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Colorado Springs, CO
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
Colorado(1/2/2019)
IAR
Montana(12/19/2022)
Current Firm
AC
ASPEN CREEK WEALTH MANAGEMENT, LLC
ASPEN CREEK WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT, LLC | TYLER WEALTH MANAGEMENT
CRD#: 160649 / SEC#:
California
Registered Investment Advisory firm - (2/3/2021 Approved)Colorado
Registered Investment Advisory firm - (6/28/2018 Approved)Florida
Registered Investment Advisory firm - (6/23/2025 Approved)Idaho
Registered Investment Advisory firm - (2/16/2021 Approved)Louisiana
Registered Investment Advisory firm - (11/24/2020 Terminated)Montana
Registered Investment Advisory firm - (12/16/2022 Approved)New Jersey
Registered Investment Advisory firm - (5/16/2023 Approved)Oklahoma
Registered Investment Advisory firm - (5/17/2021 Approved)Texas
Registered Investment Advisory firm - (5/15/2012 Approved)Virginia
Registered Investment Advisory firm - (8/18/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
950 E State Highway 114 Ste. 160, Southlake, TX 76092
Mailing Address
Phone number
(817) 400-9905
Established
Firm type
Fiscal year end
# of Employees
13
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 12,591,705 |
Red Flags
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Company Information
ASPEN CREEK WEALTH MANAGEMENT, LLC
CRD#: 160649Colorado Springs, CO 80919TRUST BUT VERIFY
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