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Stewart Solomon Koesten

Stewart S. Koesten

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CRD#: 815552
Stewart Solomon Koesten

Professional summary

Stewart Solomon Koesten, CFP®, CIMA® was a registered financial advisor .

Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Stewart had worked at 3 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?
Education Planning
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stewart Solomon Koesten'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: 1992

CIMA®

Certified Investment Management Analyst

Experience

Past

January 31, 1997 - December 31, 2025

ASPYRE WEALTH PARTNERS

RIA
CRD#: 107212
OVERLAND PARK, KS
Past

January 20, 1997 - January 5, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
OVERLAND PARK, KS
Past

November 2, 1989 - January 15, 1997

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA
Registered Investment Advisory firm - (9/26/2000 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
Kansas
(1/31/1997)
IAR
Texas
(3/15/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/23/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/20/2004
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 5/20/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/27/1997
General Securities Principal Examination

Current Firm

ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS
ASPYRE WEALTH PARTNERS | KOESTEN HIRSCHMANN & CRABTREE, INC. | KHC WEALTH MANAGEMENT SERVICES | KHC WEALTH MANAGEMENT | KHC EXECUTIVE COACHING

CRD#: 107212 / SEC#: 801-57971

RIA
Registered Investment Advisory firm - (9/26/2000 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10000 College Blvd., Suite 260, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-1881
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (8 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 2 AND 2B 022026 (2/20/2026)

Regulatory assets under management

Total Number of Accounts1,559
AUM (Assets Under Management)$ 668,342,145

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
Report
01/24/2025
Cover Page
Report
04/22/2024
Cover Page
Report

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

ASPYRE WEALTH PARTNERS

ASPYRE WEALTH PARTNERS

CRD#: 107212

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Contact information

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