Helen Barbre Stephens
Investment adviser representative at Aspen Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$657.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Aspen Wealth Management, LLCFeb 2012 to now
- Helen Stephens Group, LLC d/b/a Aspen Wealth ManagementMay 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Aspen Wealth Management, LLC
$657.8MAssets managed
353Clients
8Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2421457
- Firm CRD
- 159594