Amber Kelly Anderson
Investment adviser representative at Aspen Wealth Strategies, LLC
4 yearsExperience
1 stateRegistered 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
4 years in the industry.
- Aspen Wealth Strategies, LLCSep 2020 to now
- Raymond James Financial Services Advisors, Inc.May 2020 to Sep 2020
- Raymond James Financial Services, Inc.Oct 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5535450
- Firm CRD
- 307424