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Meghan Kramer

Investment Adviser Representative at Aspen Private Advisors, LLC

Sioux Falls, SDCRD #6953739Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Meghan Kramer is an investment adviser representative with Aspen Private Advisors, LLC in Sioux Falls, SD, where they have been registered since 2019, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in South Dakota.

Office

5201 South Western Avenue, Suite 103
Sioux Falls, SD 57108

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Dakota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Aspen Private Advisors, LLCCurrent
12/10/2019 – Sioux Falls, SD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Precious Angels Daycare Center
    Aug 2016 – May 2017Sioux Falls, SD
  2. Nanny
    Jun 2016 – Aug 2017Glenwood, MN
  3. University of Sioux Falls
    Sep 2017 – May 2018Sioux Falls, SD, SD
  4. Aspen Private Advisors, LLC
    May 2018 – May 2019Sioux Falls, SD
  5. Aspen Private Advisors, LLC
    May 2019 – no end date reportedSioux Falls, SD

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Aspen Private Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
Sioux Falls, SD
SEC file number:
801-113814

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 26, 2026

View full firm profile

Other advisors at Aspen Private Advisors, LLC

4 other advisors in the directory

View Aspen Private Advisors, LLC firm profile

Similar advisors in Sioux Falls, SD

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meghan Kramer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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