William
Alphenaar

Aspen Investment Management Inc

CRD#1430913
Investment Advisor
in Ada, MI

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About this Advisor

William Alphenaar is a financial advisor based in Ada, Michigan, working with Aspen Investment Management Inc. William has previously held a position at Aspen Investment Management, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan and Texas. Currently, William is part of Aspen Investment Management Inc, which operates out of Ada, Michigan. The firm has 4 employees and manages assets totaling $257.1 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Aspen Investment Management Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

519 Ada Dr Se Ste 201
Ada, MI 49301

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Aspen Investment Management Inc Brokerage Details

Total Assets Under Management

$257,081,775

MI Average: $943,424,332
Total Number of Employees

4

MI Average: 21
Total Number of Accounts

215

MI Average: 1,586
Average Account Size

$1,195,729

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

William Alphenaar Work History

1993 - Present (32 years)

Aspen Investment Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William Alphenaar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspen Investment Management Inc

Deborah Pelton
Grand Rapids, MI
John Hoogland
Ada, MI
Richard Knoor
Ada, MI
Miles Kuperus
Ada, MI

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