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Stewart Solomon Koesten

Aspyre Wealth Partners

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About Stewart Solomon Koesten

Stewart Solomon Koesten is an investment advisor representative with Aspyre Wealth Partners. Stewart is based in Overland Park, Kansas and has been in the industry for over 30 years. Stewart is a Certified Financial Planner and a Chartered Financial Consultant. Stewart specializes in providing financial planning services, portfolio management for individuals, and educational seminars. Stewart is also the President of Executive Agents, Inc., a company that provides evaluation and negotiation of compensation agreements for corporate executives. Stewart also owns Eljay's Rivermarket Coffee House in Kansas City, Missouri.

Firm Information

Stewart Koesten is currently registered with Aspyre Wealth Partners. Aspyre Wealth Partners is a registered investment advisor located in Overland Park, Kansas. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Aspyre Wealth Partners has $534,833,453 in regulatory assets under management and 1,295 total accounts. The firm's website addresses include: https://twitter.com/aspyrewealthkc, https://www.instagram.com/aspyrewealthkc/, https://www.youtube.com/channel/UCSn9mH-5arT4NnP0XcGajSg, https://www.linkedin.com/company/aspyrewealth/, https://www.facebook.com/aspyrewealthpartners/, and https://aspyrewealth.com.
Aspyre Wealth Partners

10000 COLLEGE BLVD., SUITE 260

OVERLAND PARK, KS 66210

$534.83M

Assets Under Management

65

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Net worth

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Stewart Koesten’s Registration & Firm History

KS

03/15/2007 - Present

Aspyre Wealth Partners (OVERLAND PARK KS)

KS

01/20/1997 - 01/05/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

NY

11/02/1989 - 01/15/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/23/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/27/1997

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 09/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stewart Solomon Koesten.
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