Stephanie C. Mcelheny
Investment adviser representative at Aspen Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$312.2MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Aspen Wealth Planning LLCJun 2024 to now
- Aspen Wealth Strategies, LLCNov 2020 to now
- Aspen Wealth Strategies, LLC d/b/a Aspen Wealth PlanningNov 2020 to now
- Raymond James Financial Services Advisors Inc.Apr 2018 to Nov 2020
- Raymond James Financial Services, Inc,Apr 2018 to Nov 2020
- Dunston Financial GroupNov 2017 to Apr 2018
- PNC InvestmentsNov 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Aspen Wealth Strategies, LLC
$312.2MAssets managed
363Clients
6Advisers
6 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
- 5806111
- Firm CRD
- 307424