Aspen Wealth Management, LLC

Who works here

• AH
  Abigail Phillips Hasling
• CS
  Candace Scholz
• HS
  Helen Barbre Stephens
• JS
  Jacob Christopher Squires
• JD
  James Arlen Davis
• MQ
  Matthew Arthur Quezergue
• ND
  Nathan Wayne Davis
• TF
  Troy Albert Fore

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Aspen Wealth Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

159594