Aspen Lynn West
Investment adviser representative at Forefront
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$239.8MFirm 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 assetsFixed 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
10 years in the industry.
- Calton & Associates, IncSep 2025 to now
- ForefrontJul 2024 to now
- Crux Wealth AdvisorsApr 2022 to May 2024
- Key Wealth ManagementApr 2022 to May 2024
- Raymond James Financial Services AdvisorsApr 2022 to May 2024
- Raymond James Financial Services IncApr 2022 to May 2024
- The Vanguard Group, Inc.Feb 2018 to Apr 2022
- UnemployedNov 2017 to Feb 2018
- Edward JonesJul 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Forefront
Legal name: Forefront Wealth Partners, LLC
$239.8MAssets managed
572Clients
27Advisers
2 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
- 6681828
- Firm CRD
- 308521