Aspirean Wealth, LLC

Investment Advisor
in Saint Joseph, MI

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About this Advisor

Kathleen Confer is a certified financial planner who works in Saint Joseph, Michigan, with 31 years of experience as a financial advisor. Confer is currently employed by Aspirean Wealth, LLC. Confer has gained experience at Confer Financial Services, Questar Capital Corporation, Questar Asset Management, Aspirean Wealth, LLC, Securities America Advisors and Securities America, Inc. Confer maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Michigan. Aspirean Wealth, LLC is a registered investment company headquartered in Saint Joseph, Michigan. The investment advisory business has offices in three locations and a total of seven advisors. It administers $139 million in total assets among its 483 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 483 customer accounts, 40% are associated with high-net-worth clients who have at least $1 million in investable assets. Aspirean Wealth, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by Aspirean Wealth, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations


Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

505 Pleasant Street
Saint Joseph, MI 49085

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Aspirean Wealth, LLC Brokerage Details

Total Assets Under Management


MI Average: $7,578,581,321
Total Number of Employees


MI Average: 43
Total Number of Accounts


MI Average: 3,727
Average Account Size


MI Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kathleen Confer Work History

Kathleen has 31 years of experience.

2021 - Present (2 years)

Aspirean Wealth, LLC

2018 - 2021 (3 years)

Securities America Advisors

2018 - 2021 (3 years)

Securities America, Inc

2002 - 2018 (16 years)

Questar Capital Corporation

2002 - 2018 (16 years)

Questar Asset Management

1991 - 2018 (27 years)

Confer Financial Services


Kathleen Confer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Aspirean Wealth, LLC

Bradley Alvarez
Mill Valley, CA
Christopher Winkler
Mill Valley, CA
Marian Jung
Mill Valley, CA
Kathleen Confer
Saint Joseph, MI
Paul Grace
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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