Kevin Bernard Ostafinski
Investment adviser representative at Aspirean Wealth, LLC
13 yearsExperience
1 stateRegistered in
$233.2MFirm assets
5 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
13 years in the industry.
- Aspirean Wealth, LLCJan 2025 to now
- Clh Cpa's & AssociatesJun 2022 to Nov 2024
- Luke Family of BrandsAug 2019 to May 2022
- ArcelormittalJan 2019 to Jul 2019
- Michael Lipp & Associates PcNov 2017 to Dec 2018
- United States NavyOct 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Aspirean Wealth, LLC
$233.2MAssets managed
165Clients
6Advisers
5 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
- 8025475
- Firm CRD
- 173138