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Aspen Financial Services Inc.  Building relationships since 2000.

 The financial consultants at Aspen Financial Services strive to find the right investment strategies for our clients.  We know that people have different goals and we tailor our strategies to fit the needs of each individual.  Our advisors can help you find a strategy that works best for you.  Call us for a consultation. 

Aspen Financial Services, Inc. was ranked #2 in the State of Iowa in 2012 by Barrons. 
See the link:   

Award based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.


We offer access to the following investment products:

Stocks Real Estate Investment Trusts
Bonds Options
Certificates of Deposits Unit Investment Trusts
Mutual Funds Exchange Traded Funds
Annuities Closed End Funds
Life Insurance Structured Funds
Long Term Care Insurance  

Types of Accounts available include:

Brokerage Transfer On Death
Advisory Trust
IRA Corporate
401K Other Retirement Accounts
We can be found at these locations:

Ames Office
Shelley Magnani
414 S 17th Street, STE 102
Ames, IA 50010
(515) 232-0228

Burlington Office
Fred Scholer/Kevin Gobble
825 N 6th Street
Burlington, IA 52601
(319) 758-1040


Matt Mullenix's Office
Matt Mullenix
12289 Stratford Drive
Clive, IA 50325
(515) 276-8881

Parkersburg Office
Kevin Truax
240 3rd Street
Parkersburg, IA 50665
(319) 346-2063