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Cade Nathaniel Hengel

Investment adviser representative at Aspen Wealth Strategies, LLC
10 yearsExperience
1 stateRegistered in
$312.2MFirm assets
6 yearsFirm in business

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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.

  1. Aspen Wealth Strategies, LLCMar 2020 to now
  2. Raymond James Financial Services Advisors Inc.Jan 2019 to Mar 2020
  3. Raymond James Financial Services, Inc.Nov 2016 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2018

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
6723856
Firm CRD
307424
Advisor's SEC record (opens in a new tab)
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