Joni Kay Lindquist
Investment adviser representative at Aspyre Wealth Partners
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$668.3MFirm assets
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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
- Seminars and workshops
Experience
19 years in the industry.
- Aspyre Wealth PartnersMay 2013 to now
- Khc Wealth ManagementMar 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (KS).
Aspyre Wealth Partners
Legal name: Koesten Hirschmann & Crabtree, Inc.
$668.3MAssets managed
329Clients
8Advisers
26 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
- 6187849
- Firm CRD
- 107212