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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Meghan Kramer

Meghan Kramer

ASPEN PRIVATE ADVISORS
Sioux Falls, SD 57108
Some features on this profile are disabled
CRD#: 6953739
Meghan Kramer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Meghan Kramer'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

December 10, 2019 - Present

ASPEN PRIVATE ADVISORS, LLC

Office #1: 5201 South Western Avenue Suite 103, Sioux Falls, SD 57108
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/9/2019
Uniform Investment Adviser Law Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APP 1 - WRAP FEE BROCHURE (3/20/2025)
FORM ADV PART 2A - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts458
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 57108

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