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Erik James Aspelin

Waverly Advisors, LLC

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About Erik James Aspelin

Erik James Aspelin is a financial advisor with Waverly Advisors, LLC, with over 13 years of experience in the industry. Erik Aspelin has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Erik Aspelin specializes in providing financial planning, investment management, and retirement planning services. Prior to joining Waverly Advisors, LLC, Erik Aspelin worked at WELLS FARGO ADVISORS, LLC. Erik Aspelin holds the Series 66 and Series 7 licenses, as well as the SIE. Erik Aspelin is also a Certified Financial Planner.

Firm Information

Erik Aspelin is currently registered with Waverly Advisors, LLC. Waverly Advisors, LLC is a Registered Investment Advisor based in Birmingham, Alabama. The firm manages over $14.5 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers a wide range of services, including financial planning, portfolio management, pension consulting, and selection of other advisors. They provide financial services throughout the United States.
Waverly Advisors, LLC

600 UNIVERSITY PARK PLACE

BIRMINGHAM, AL 35209

$14.54B

Assets Under Management

25

Total Clients

85

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Erik Aspelin’s Registration & Firm History

CO

11/16/2023 - Present

Waverly Advisors, LLC (COLORADO SPRINGS CO)

CO

09/13/2010 - 12/02/2014

WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 10/01/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2014

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik James Aspelin.
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