Meghan Kramer has been an investment adviser representative at Aspen Private Advisors since December 2019, and is not listed among the firm’s executive officers or direct owners. Meghan Kramer holds a Bachelor of Science in Mathematics from the University of Sioux Falls.
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.
Meghan Kramer is part of the team at Aspen Private Advisors, based in Sioux Falls, SD. She joined the Aspen team in 2018.
- Aspen Private Advisors, LLCCurrent– present · 6 yearsSioux Falls, SD · Adviser representative · Firm CRD 297639
Investment adviser representative registrations
Meghan Kramer is registered as an investment adviser representative in South Dakota, since December 2019.
- South DakotaSince 10 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6953739
- 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
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspenpa.com
Where does Meghan Kramer work?
Meghan Kramer is an investment adviser representative registered through Aspen Private Advisors, LLC since December 2019, and is not listed among the firm’s executive officers or direct owners.
Is Meghan Kramer a financial advisor?
Yes. Meghan Kramer has a current investment-adviser registration in South Dakota, through Aspen Private Advisors since December 2019.
How many years of experience does Meghan Kramer have?
Meghan Kramer has 6 years in the financial industry, since December 2019, across 1 adviser firm.
What exams has Meghan Kramer passed?
Meghan Kramer passed the Series 65 in December 2019.
Where is Meghan Kramer based?
Meghan Kramer’s registered office is in Sioux Falls, SD.
Is Meghan Kramer registered with FINRA?
No. Meghan Kramer has no current broker registration.
How can I verify Meghan Kramer’s record?
Search CRD 6953739 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Meghan Kramer’s full registration record.
