Cara Beyer has been an investment adviser representative at Aspen Private Advisors since November 2019, and is not listed among the firm’s executive officers or direct owners. Cara Beyer holds a Bachelor of Science in Business Economics from South Dakota State University.
Aspen Private Advisors, LLC is a Sioux Falls, SD firm with $200M under management, 125 clients and 5 advisers in one office, as of its March 2026 filing.
Cara Beyer is part of the team at Aspen Private Advisors, based in Sioux Falls, SD. She has been part of the Aspen team since the doors opened. Her role covers many areas of the financial planning process, including Social Security and retirement preparation.
Cara Beyer’s longest registration is the current one, 6 years at Aspen Private Advisors since 2019. Before joining Aspen Private Advisors in 2019, Cara Beyer was registered through Raymond James Financial Services Advisors, Inc.
- Aspen Private Advisors, LLCCurrent– present · 6 yearsSioux Falls, SD · Adviser representative · Firm CRD 297639
- Raymond James Financial Services Advisors, Inc– · under a yearSioux Falls, SD · Adviser representative · Firm CRD 149018
Professional designations
Listed by Aspen Private Advisors
- Certified Financial Planner™
Investment adviser representative registrations
Cara Beyer is registered as an investment adviser representative in South Dakota, since November 2019.
- South DakotaSince 22 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 September 2014 |
| Series 7 | General Securities Representative Examination | 18 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cara Marie Beyer
- CRD
- 6359405
- Firm
- Aspen Private Advisors · CRD 297639
- Office
- 5201 SOUTH WESTERN AVENUE, SUITE 103, Sioux Falls, SD 57108
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspenpa.com
Where does Cara Beyer work?
Cara Beyer is an investment adviser representative registered through Aspen Private Advisors, LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Cara Beyer a financial advisor?
Yes. Cara Beyer has a current investment-adviser registration in South Dakota, through Aspen Private Advisors since November 2019.
How many years of experience does Cara Beyer have?
Cara Beyer has 11 years in the financial industry, since November 2014, across 2 adviser firms.
What exams has Cara Beyer passed?
Cara Beyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Cara Beyer with the SIE, which began in October 2018.
Where did Cara Beyer work before Aspen Private Advisors?
Before Aspen Private Advisors, Cara Beyer was registered through Raymond James Financial Services Advisors, Inc, September 2014 to May 2015.
Where is Cara Beyer based?
Cara Beyer’s registered office is in Sioux Falls, SD.
Is Cara Beyer registered with FINRA?
No. Cara Beyer has no current broker registration.
Is Cara Beyer a CFP?
Aspen Private Advisors lists Cara Beyer with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify Cara Beyer’s record?
Search CRD 6359405 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cara Beyer’s full registration record.
