Aspen Private Advisors, LLC

Myranda Thoen is a financial advisor at Aspen Private Advisors, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at G A Johnson Construction, Sioux Valley Environmental, First Premier Bank, and Kadejan Market. Aspen Private Advisors serves individual and high-net-worth clients, trusts, retirement plans, and business entities with financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach utilizing mutual funds, ETFs, cash equivalents, and selective individual securities, along with derivatives strategies within separately managed accounts.

Todd Dathe is a financial advisor with Aspen Private Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining Aspen in 2018, he worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he is involved in aircraft ownership and rental through an LLC that owns a Cirrus SR22T airplane and provides business consulting services via Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced, and disciplined asset allocation approach tailored to client objectives, with portfolios that may include mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.

Meghan Kramer is a financial advisor at Aspen Private Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has been with Aspen since 2018, previously working at the University of Sioux Falls and in childcare roles. In addition to her advisory work, she provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a balanced, long-term asset allocation approach and utilizes mutual funds, ETFs, cash equivalents, and selectively, individual securities and derivatives within separately managed accounts.

Jeremy Sorenson is a CFP® with 14 years of industry experience, currently serving at Aspen Private Advisors, LLC since 2018. He previously worked at LPL Financial LLC and Level Four Advisory Services. Outside of his advisory role, he provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced asset allocation approach tailored to client objectives, including the use of mutual funds, ETFs, cash equivalents, and, in some cases, alternative assets and derivatives.

Cara Beyer is a CFP® with 11 years of industry experience, currently serving as an advisor at Aspen Private Advisors, LLC since 2019. Prior to joining Aspen, she worked at LPL Financial and Level Four Advisory Services LLC. Outside of her advisory role, Beyer provides business consulting services through Aspen Consulting, LLC. Aspen Private Advisors serves individuals, trusts, pension and profit sharing plans, and business entities, offering financial planning, retirement plan consulting, and discretionary asset management. The firm employs a long-term, balanced asset allocation approach and offers discretionary management through wrap fee programs, including portfolios that may utilize alternative assets and derivatives.