Stewart S. Koesten
ASPYRE WEALTH PARTNERS
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 815552
Professional summary
Stewart Solomon Koesten, CFP®, CIMA® is a registered financial advisor currently at ASPYRE WEALTH PARTNERS located in Overland Park, Kansas.
Stewart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Stewart has 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.
PRESIDENT OF EXECUTIVE AGENTS, INC., FORMED IN 1998, LOCATED AT 10000 COLLEGE BLVD., SUITE 260, OVERLAND PARK, KS, NOT INVESTMENT-RELATED, AN "AGENT" FOR CORPORATE EXECUTIVES OFFERING EVALUATION AND NEGOTIATION OF COMPENSATION AGREEMENTS, HOURS DEVOTED PER MONTH VARIES DEPENDENT ON CLIENT NEEDS, TIME SPENT DOES NOT INTERFERE WITH SECURITIES TRADING HOURS; ELJAY'S RIVERMARKET COFFEE HOUSE, NOT INVESTMENT-RELATED, 412 B DELAWARE, KANSAS CITY, MO, OWNER, STARTED OCTOBER 2007, 3 HOURS/MONTH, 0 HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Stewart Solomon Koesten'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: 1992
Experience
Current
January 31, 1997 - Present
ASPYRE WEALTH PARTNERS
Office #1: 10000 College Blvd., Suite 260, Overland Park, KS 66210RIA
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 | 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
Florida(3/20/2006)
IAR
Kansas(1/31/1997)
IAR
Texas(3/15/2007)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
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)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
10000 College Blvd., Suite 260, Overland Park, KS 66210
Mailing Address
Phone number
(913) 345-1881
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,497 |
| AUM (Assets Under Management) | $ 669,262,255 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/24/2025 | ||
| 04/22/2024 | ||
| 01/20/2023 |
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
CRD#: 107212Overland Park, KS 66210TRUST BUT VERIFY
Monitor Stewart Koesten
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
xxxxx@xxxx.xxx
