Andy Don Mcclaflin
Investment adviser representative at Aspen Wealth Strategies, LLC
13 yearsExperience
2 statesRegistered in
$312.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Aspen Wealth Planning LLCJun 2024 to now
- Aspen Wealth Strategies, LLCSep 2020 to now
- Rar Ltd.Sep 2018 to now
- Mcclaflin Real Estate LLCDec 2017 to now
- M & M Boat LLCJan 2018 to Nov 2021
- Non-variable InsuranceNov 2014 to Nov 2021
- Mcclaflin FinancailOct 2013 to Sep 2018
- Raymond James Financial Services Advisors Inc.Jul 2013 to Sep 2020
- Raymond James Financial Services, Inc.Jul 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Aspen Wealth Strategies, LLC
$312.2MAssets managed
363Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4670759
- Firm CRD
- 307424