Advisor at Aspen Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Saint George, UT 84770
Credentials
Series 63, Series 65, Series 66
Industry experience
29 years
John Crosier is a financial advisor with Aspen Capital Management LLC in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been associated with World Choice Securities, Inc. since 2012 and My Investment Advisor since 2011. Outside of his advisory roles, he owns and operates Crosier Financial, where he provides health, life, and disability insurance services. Aspen Capital Management primarily serves individual clients, including both high-net-worth and non-high-net-worth households, as well as some pension and trust accounts. The firm functions mainly as a soliciting firm for third-party registered investment advisors and offers access to private placements and other non-traditional financial products.
Based on Aspen Capital Management LLC
Based on Aspen Capital Management LLC
$25,000 - $500,000: 1.80% $500,001 - $1,000,000: 1.50% $1,000,001 - $1,500,000: 1.20% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.80%
Commissions received on sale of insurance products by certain representatives
Up to $300 per hour, negotiable
Account minimum: $25,000 Fee-only: Hourly fees up to $300 per hour, negotiable
1173 South 250 West, Suite#105
Saint George, UT 84770
Utah
World Choice Securities, Inc.
2012 - Present (14 years)
My Investment Advisor
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.
Series 63, Series 65
St. George, UT
Dance Investment Partners, LLC
Luke Dance is the principal of Dance Investment Partners, LLC in St. George, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Andina Capital Management, LLC and Core Capital Wealth Management, among other roles. Outside of advisory work, he co-owns and manages the finances of a short-term rental business with his wife. Dance Investment Partners serves individuals and families, including both non-high-net-worth and high-net-worth clients, as well as trusts and organizations. The firm offers financial planning via subscription software and flat-fee consultations, alongside discretionary portfolio management that incorporates both fundamental and technical analysis across various investment instruments.
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.
Series 65
St. George, UT
Snow Canyon Financial Planning LLC
Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Soltis Investment Advisors and several positions in education and community organizations. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and providing quarterly account reviews and written investment policy statements.
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.
CFP®, Series 63, Series 65
St. George, UT
ROI Capital Management
Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.
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