Candace Scholz
ASPEN WEALTH MANAGEMENT
Fort Worth, TX 76109
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CRD#: 6782325
Professional summary
Candace Scholz, CFP® is a registered financial advisor currently at ASPEN WEALTH MANAGEMENT, LLC located in Fort Worth, Texas.
Candace is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Candace has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. GLEN ROSE TEXAS CITY COUNCIL, COMPENSATED POSITION- 201 VERNON STREET GLEN ROSE, TX 76043. START DATE 2023, MEMBER, NOT INVESTMENT RELATED. NO CHECK WRITING AUTHORITY. 6 HOURS/ MONTH. 2. 14% OWNERSHIP STAKE IN ASPEN WEALTH MANAGEMENT, LLC. MANAGING MEMBER. LESS THAN 10 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Candace Scholz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
April 12, 2017 - Present
ASPEN WEALTH MANAGEMENT, LLC
Office #1: 4200 S. Hulen St. Suite 422, Fort Worth, TX 76109RIA
CRD#: 159594
Fort Worth, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ASPEN WEALTH MANAGEMENT, LLC
ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC
CRD#: 159594 / SEC#: 801-114243
RIA
Registered Investment Advisory firm - (11/5/2018 Approved)Louisiana
Registered Investment Advisory firm - (11/9/2018 Terminated)Texas
Registered Investment Advisory firm - (11/6/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/12/2017)
Exams
Current Firm
ASPEN WEALTH MANAGEMENT, LLC
ASPEN WEALTH MANAGEMENT | HELEN STEPHENS GROUP, LLC | HELEN STEPHENS GROUP | ASPEN WEALTH MANAGEMENT, LLC
CRD#: 159594 / SEC#: 801-114243
RIA
Registered Investment Advisory firm - (11/5/2018 Approved)Louisiana
Registered Investment Advisory firm - (11/9/2018 Terminated)Texas
Registered Investment Advisory firm - (11/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4200 S. Hulen St. Suite 422, Fort Worth, TX 76109
Mailing Address
Phone number
(817) 546-6353
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 961 |
| AUM (Assets Under Management) | $ 509,577,516 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
