Meghan Kramer
Investment adviser representative at Aspen Private Advisors, LLC
10 yearsExperience
1 stateRegistered in
$199.9MFirm assets
8 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 fee
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.
- Aspen Private Advisors, LLCMay 2018 to now
- University of Sioux FallsSep 2017 to May 2018
- Precious Angels Daycare CenterAug 2016 to May 2017
- NannyJun 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (SD).
Aspen Private Advisors, LLC
$199.9MAssets managed
125Clients
5Advisers
8 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
- 6953739
- Firm CRD
- 297639