Aspire Wealth Management
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial Services: Annuities, Investment Portfolio, Life Insurance, Long-Term Care Insurance, Retirement/401(K) Rollovers, Tax Strategies, Disability Insurance, Estate Planning, Social Security review. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. 7400 W 130th Street, Suite 130 Overland Park, KS 66213 913-322-3500 Securities offered only by duly registered individuals through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Aspire Wealth Management, a Registered Investment Adviser. Insurance offered through Aspire Wealth Management. Tax services offered by Aspire Tax Center. Berthel Fisher & Company Financial Services, Inc. is not an affiliated company with Aspire Wealth Management or Aspire Tax Center. Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.
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Verified contacts
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- BK
Brandon Kleinmeyer
Tax Professional · Finance & Accounting
EmailPhone - BB
Brian Brown
Financial Advisor · Finance & Accounting
EmailPhone - TS
Todd Schick
President Chief Financial Professional at Aspire Wealth Management · Other
EmailPhone - BK
Brandon Kleinmeyer
Tax Manager · Finance & Accounting
EmailPhone - RM
Regan Matney
Administrative Assistant · Operations
EmailPhone - SM
Steve Mestan
Financial Professional · Finance & Accounting
EmailPhone
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Top roles at Aspire Wealth Management
7 distinct titles indexed · top 7 shown.
- 5financial advisor
- 2president chief financial professional at aspire wealth management
- 1administrative assistant
- 1client services coordinator
- 1financial professional
- 1tax manager
- 1tax professional
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