Lynn M. Rollins

ASPEN CREEK WEALTH MANAGEMENT

Fort Collins, CO 80525

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CRD#: 7852974

Professional summary

Lynn Marie Rollins is a registered financial advisor currently at ASPEN CREEK WEALTH MANAGEMENT, LLC located in Fort Collins, Colorado.

Lynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Lynn has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Self Employed Financial Professional; Owner; Since 5/2021; Insurance & Annuities; not investment related; Fort Collins CO; approximately 40 hours per week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Rollins'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®

None

Experience

Current

January 11, 2024 - Present

ASPEN CREEK WEALTH MANAGEMENT, LLC

Office #1: 1001a E Harmony Rd #279, Fort Collins, CO 80525

RIA

CRD#: 160649

Fort Collins, 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
(1/11/2024)

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: 11/30/2023

Uniform Investment Adviser Law Examination

Current Firm

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 12,591,705

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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Lynn M. Rollins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lynn Marie Rollins's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN CREEK WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2023

Current Firm

ASPEN CREEK WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPEN CREEK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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