Miles
Kuperus

Aspen Investment Management Inc

CRD#6702878
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Miles Kuperus is a financial advisor working in Grand Rapids, Michigan with a total of 3 years of industry experience. Kuperus is currently employed by Aspen Investment Management Inc. Over the course of their career, they have held roles at Aspen Investment Management, Inc, Plant Moran, College and High School. Kuperus has a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Michigan. Aspen Investment Management Inc is a registered investment business that has its headquarters in Grand Rapids, MI. It controls $248 million in assets between its 225 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 225 accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Aspen Investment Management Inc provides portfolio management for individuals and small businesses. Financial advisory fees depend on which service is offered. However, fee types billed by Aspen Investment Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

3 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

Miles Kuperus Work History

Miles has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Aspen Investment Management, Inc

2019 - 2020 (1 year)

Plant Moran

2015 - 2019 (4 years)

College

2010 - 2015 (5 years)

High School

*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 Miles Kuperus 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

Richard Knoor
Grand Rapids, MI
Deborah Pelton
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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