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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-08-2000
- Office Locations
- 1
Office Locations
About Aspen Investment Management Inc.
Aspen Investment Management is a Grand Rapids, MI-based advisor providing financial planning and legacy planning, with a strong focus on retirement income and risk-aware portfolio design balancing growth, income, and stability. The firm considers tax implications in portfolio and withdrawal strategies and coordinates with clients’ tax professionals. Though rooted in West Michigan, it serves clients nationwide and primarily implements portfolios using ETFs, with custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WILLIAM JOHN ALPHENAAR JR
President, Principal
- CRD
- #1430913
- Ownership
- 25% but less than 50%
RICHARD GREGORY KNOOR
Principal, TREASURER
- CRD
- #4625087
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JOHN BRIAN HOOGLAND
Principal
- CRD
- #4345359
Miles Fred Kuperus
Portfolio Manager
- CRD
- #6702878
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $448,539,656 | $795,283 |
| Non-Discretionary | $3,923,771 | $74,033 |
| Total | $452,463,427 | $733,328 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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