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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Kraunelis is an Investment Advisor Representative with Aspen Grove Capital, LLC, based in Avon, CO. Leo has been with Aspen Grove Capital, LLC since June 2018. Leo Kraunelis holds a Series 65 license and is registered to provide investment advice in Colorado. Leo Kraunelis has prior experience in the financial services industry, having worked at Peterson Quantitative Resource Center in Canton, NY, and Golf Country in Middleton, MA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Bill paying services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
09/01/2018 - Present
Aspen Grove Capital, LLC (Avon CO)
IA
Issued 09/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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