Richard
Knoor

Aspen Investment Management Inc

CRD#4625087
Investment Advisor
in Ada, MI

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About this Advisor

Richard Knoor is a financial advisor based in Ada, Michigan, working with Aspen Investment Management Inc. Richard has previously held a position at Aspen Investment Management Inc. Richard has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Richard 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 65, Series 66

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

Richard Knoor Work History

2011 - Present (13 years)

Aspen Investment Management Inc

Disclosures

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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