Kevin Ostafinski has been an investment adviser representative at Aspirean Wealth since March 2025, and is not listed among the firm’s executive officers or direct owners. Kevin Ostafinski holds a Bachelor's degree in history from Purdue University and a Bachelor's degree in accounting from Purdue University.
Aspirean Wealth, LLC is a Mill Valley, CA firm with $233M under management, 165 clients and 6 advisers across 3 offices, as of its January 2026 filing.
Kevin Ostafinski is Advanced Planning Lead of Aspirean Wealth. Ostafinski served in the U.S. Navy as a Sonar Technician and built a career in private corporate and public accounting before moving into financial planning. At Aspirean, Ostafinski combines accounting expertise with financial planning to serve clients.
- Aspirean Wealth, LLCCurrent– present · 1 yearChesterton, IN · Adviser representative · Firm CRD 173138
Investment adviser representative registrations
Kevin Ostafinski is registered as an investment adviser representative in Indiana, since March 2025.
- IndianaSince 24 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kevin Bernard Ostafinski
- CRD
- 8025475
- Firm
- Aspirean Wealth · CRD 173138
- Office
- 160 RAIL RD, STE 4, Chesterton, IN 46304
- Registration
- Investment adviser registration
- In the industry since
- March 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspirean.com
Where does Kevin Ostafinski work?
Kevin Ostafinski is an investment adviser representative registered through Aspirean Wealth, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Ostafinski a financial advisor?
Yes. Kevin Ostafinski has a current investment-adviser registration in Indiana, through Aspirean Wealth since March 2025.
How many years of experience does Kevin Ostafinski have?
Kevin Ostafinski has 1 year in the financial industry, since March 2025, across 1 adviser firm.
What exams has Kevin Ostafinski passed?
Kevin Ostafinski passed the Series 65 in March 2025.
Where is Kevin Ostafinski based?
Kevin Ostafinski’s registered office is in Chesterton, IN.
Is Kevin Ostafinski registered with FINRA?
No. Kevin Ostafinski has no current broker registration.
How can I verify Kevin Ostafinski’s record?
Search CRD 8025475 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Ostafinski’s full registration record.
