Erik James Aspelin
Investment adviser representative at Waverly Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$29.9BFirm assets
Are you Erik James Aspelin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Waverly Advisors, LLCOct 2023 to now
- Rainsberger Wealth AdvisorsFeb 2016 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CO).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 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
- 5828403
- Firm CRD
- 115332