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Cara Marie Beyer

Aspen Private Advisors, LLC

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About Cara Marie Beyer

Cara Marie Beyer is a financial advisor at Aspen Private Advisors, LLC. Cara has been in the financial services industry since 2014 and has a strong background in financial planning and portfolio management. Cara holds the Series 66, Series 7 and SIE licenses. Cara also holds the designation of Certified Financial Planner™. Cara is committed to providing personalized financial advice and helping clients achieve their financial goals. Cara's previous experience includes roles at LPL Financial LLC and Raymond James Financial Services, Inc.

Firm Information

Cara Beyer is currently registered with Aspen Private Advisors, LLC. Aspen Private Advisors, LLC is a Sioux Falls, South Dakota-based firm with 4 licensed agents, providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $152 million in assets and has a wrap fee program.
Aspen Private Advisors, LLC

5201 SOUTH WESTERN AVENUE

SIOUX FALLS, SD 57108

$152.30M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cara Beyer’s Registration & Firm History

SD

11/22/2019 - Present

Aspen Private Advisors, LLC (SIOUX FALLS SD)

SD

05/20/2015 - 08/23/2019

LPL FINANCIAL LLC (SIOUX FALLS SD)

SD

08/18/2014 - 05/08/2015

RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)

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Licenses & Designations

BOTH

Issued 09/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cara Marie Beyer.
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