720 Summit Blvd, Suite B101, Frisco, CO, 80433
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aleda operates under several DBAs for her LPL business, including Aleda S. Kresge, CFP(R), Inc. and Affinity Wealth Management Group. She is also a registered investment advisor hybrid with Western Wealth Management, LLC, spending nearly full-time on activities such as financial planning and retirement consulting, and dedicates minimal time to activities such as being a ski instructor, notary public, real estate rental, and acting in a fiduciary capacity.