Aleda Kresge is a registered investment advisor at Western Wealth Management LLC, based in Frisco, CO, with 36 years of industry experience. Aleda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
720 Summit Blvd, Suite B101, Frisco, CO, 80433
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
Previous Registrations
Western Wealth Management LLC
LPL Financial LLC
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
CUNA Brokerage Services, INC.Broker
Century Investors of America, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.