Courtney Marie Ringlein
Investment adviser representative at Aspen Grove Capital, LLC
14 yearsExperience
1 stateRegistered in
$6.7BFirm assets
13 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
14 years in the industry.
- Aspen Grove Capital, LLCNov 2021 to now
- Forum Capital AdvisorsJul 2019 to Nov 2021
- Sebastian PartnersJan 2019 to Jul 2019
- Saint Simons HealthcareApr 2012 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Aspen Grove Capital, LLC
$6.7BAssets managed
42Clients
9Advisers
13 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
- 7699501
- Firm CRD
- 158166