Aspen West has been an investment adviser representative at Forefront Wealth Partners since August 2024, and is not listed among the firm’s executive officers or direct owners.
Forefront Wealth Partners, LLC is an Austin, TX firm with $240M under management, 572 clients and 7 advisers across 6 offices, as of its September 2026 filing.
Aspen West is Wealth CFO at Forefront Wealth Partners. West has a decade of industry experience and serves entrepreneurs, particularly trades companies and women-owned businesses, as well as families seeking to secure their children's financial future.
Aspen West’s longest registration is the current one, 2 years at Forefront Wealth Partners since 2024. Before joining Forefront Wealth Partners in 2024, Aspen West was registered through Raymond James Financial Services Advisors, Inc and Vanguard Advisers, Inc.
- Calton & Associates, Inc.Also current– present · 1 yearPhoenix, AZ · Adviser representative and broker · Firm CRD 20999
- Raymond James Financial Services Advisors, Inc– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 149018
- Vanguard Advisers, Inc.– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 106715
- Edward Jones– · under a yearCave Creek, AZ · Adviser representative · Firm CRD 250
Professional designations
Listed by Forefront Wealth Partners
- CFP®
Investment adviser representative registrations
Aspen West is registered as an investment adviser representative in Arizona, since August 2024.
- ArizonaSince 22 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 July 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 22 August 2016 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Aspen Lynn West
- CRD
- 6681828
- Firm
- Forefront Wealth Partners · CRD 308521
- Office
- Phoenix, AZ
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- forefrontwealthpartners.com
Where does Aspen West work?
Aspen West is an investment adviser representative registered through Forefront Wealth Partners, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Aspen West a financial advisor?
Yes. Aspen West has a current investment-adviser registration in Arizona, through Forefront Wealth Partners since August 2024.
How many years of experience does Aspen West have?
Aspen West has 9 years in the financial industry, since March 2017, across 5 adviser firms.
What exams has Aspen West passed?
Aspen West has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2016. FINRA credited Aspen West with the SIE, which began in October 2018.
Where did Aspen West work before Forefront Wealth Partners?
Before Forefront Wealth Partners, Aspen West was registered through Raymond James Financial Services Advisors, Inc, May 2022 to June 2024; Vanguard Advisers, Inc., August 2020 to April 2022; Edward Jones, November 2016 to October 2017.
Where is Aspen West based?
Aspen West’s registered office is in Phoenix, AZ.
Is Aspen West registered with FINRA?
Yes. Aspen West has a current broker registration, under CRD 6681828.
Source: FINRA BrokerCheck
Is Aspen West a CFP?
Forefront Wealth Partners lists Aspen West with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Aspen West’s record?
Search CRD 6681828 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aspen West’s full registration record.
