Rachel Anne Lysne
Investment adviser representative at Aspen Capital Management, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
22 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Aspen Capital Management, LLCMar 2018 to now
- Extended TravelAug 2017 to Mar 2018
- Elevate PublishingAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (ID).
Aspen Capital Management, LLC
Legal name: Aspen Capital Management
$1.3BAssets managed
475Clients
10Advisers
22 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
- 7014862
- Firm CRD
- 119050