Deborah
Pelton

Aspen Investment Management Inc

CRD#5621140
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Deborah Pelton is a financial advisor operating in Grand Rapids, Michigan with 12 years of industry experience. Pelton is an advisor for Aspen Investment Management Inc. They have been with Aspen Investment Management Inc for their complete career. Pelton has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Aspen Investment Management Inc is a registered investment business operating out of Grand Rapids, MI. It administers $248 million in total assets among its 225 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises two charities and foundations. Of its 225 customer accounts, 28% are associated with high-net-worth individuals who have at least $1 million in assets. Aspen Investment Management Inc provides portfolio management for individuals and small businesses. Fees for financial management usually vary depending on the financial services provided. Fee types billed by Aspen Investment Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4020 E Beltline Ave Ne Suite 103
Grand Rapids, MI 49525

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Aspen Investment Management Inc Brokerage Details

Total Assets Under Management

$247,716,089

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

4

MI Average: 21
Total Number of Accounts

225

MI Average: 1,586
Average Account Size

$1,100,960

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Deborah Pelton Work History

Deborah has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Aspen Investment Management Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deborah Pelton 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
Richard Knoor
Grand Rapids, MI
John Hoogland
Grand Rapids, MI
Miles Kuperus
Grand Rapids, MI
William Alphenaar
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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