Meghan Kramer
ASPEN PRIVATE ADVISORS
Sioux Falls, SD 57108
Some features on this profile are disabled
CRD#: 6953739
Professional summary
Meghan Kramer, CFP®, who also goes by Meghan Lynn Thoen, is a registered financial advisor currently at ASPEN PRIVATE ADVISORS, LLC located in Sioux Falls, South Dakota.
Meghan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Meghan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meghan Lynn Thoen
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. Disability Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 1/1/2020 - 1 Hours Per Month/0 Hours During Securities Trading - Disability Insurance 2. Graber and Associates - Investment Related - At Reported Business Location(s) -Non-Variable Insurance - Started 1/1/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Long term care, Medicare supplement, Medical insurance. 3. e4 Insurance - Investment Related - At Reported Business Location(s) - Non-Variable insurance - Started 1/1/2020 - 4 Hours Per Month/2 Hours During Securities Trading - Life Insurance 4. Aspen Consulting, LLC; not investment related; 5201 s. Western Ave Suite 103, Sioux Falls, SD 57108; Business Consulting; Business Consultant; 01/01/2021; 12 hours per month; 6 hours during securities trading hours; provide business consulting services
CRS (Client Relationship Summary) - RIA
Click below to view Meghan Kramer'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®
CFP®
Start date: 2023
Experience
Current
December 10, 2019 - Present
ASPEN PRIVATE ADVISORS, LLC
Office #1: 5201 South Western Avenue Suite 103, Sioux Falls, SD 57108RIA
CRD#: 297639
Sioux Falls, SD
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".
AP
ASPEN PRIVATE ADVISORS, LLC
ASPEN PRIVATE ADVISORS, LLC
CRD#: 297639 / SEC#: 801-113814
RIA
Registered Investment Advisory firm - (8/13/2018 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
South Dakota(12/10/2019)
Current Firm
AP
ASPEN PRIVATE ADVISORS, LLC
ASPEN PRIVATE ADVISORS, LLC
CRD#: 297639 / SEC#: 801-113814
RIA
Registered Investment Advisory firm - (8/13/2018 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5201 South Western Avenue Suite 103, Sioux Falls, SD 57108
Mailing Address
Phone number
(605) 951-9620
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 458 |
| AUM (Assets Under Management) | $ 176,690,004 |
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.
Company Information
ASPEN PRIVATE ADVISORS, LLC
CRD#: 297639Sioux Falls, SD 57108TRUST BUT VERIFY
Monitor Meghan Kramer
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
