Helen Stephens, financial advisor Fort Worth TX

Helen Stephens

CRD Number: 2421457
Current Firm: Aspen Wealth Management
Compensation Model: Fee Only

Helen Stephens (CRD# 2421457) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 20 years of experience in the finance industry. Helen Stephens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Helen Stephens Group, Llc D/b/a Aspen Wealth Management Fort Worth, TX May 2011 - Current 12
Td Ameritrade, Inc. Omaha, NE Dec 2017 - Oct 2020 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Helen B. Stephens
By the Numbers
  • Total Assets Under Management
    368
    MILLIONS
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $410,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

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