Aspen Wealth Management
Aspen Wealth Management (CRD# 159594) is a financial advisory firm headquartered in Fort Worth, TX. They manage $368,373,809 in 897 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management368MILLION
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Total Number of Accounts897ACCOUNTS
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Average Account Value$410,673
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
TX
James Davis (CRD# 6545250) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 8 years of experience in the finance industry. James Davis 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Nathan Davis (CRD# 6206357) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 9 years of experience in the finance industry. Nathan Davis 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Candace Scholz (CRD# 6782325) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has 1 year of experience in the finance industry. Candace Scholz 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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.
Matthew Quezergue (CRD# 7250294) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has 1 year of experience in the finance industry. Matthew Quezergue 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 put clients' interests first and comply with the Financial Planning Practice Standards.