Helen Barbre Stephens
President, Chief Compliance OfficerAspen Wealth Management, LLCCRD 2421457
About Helen Barbre Stephens
Helen Barbre Stephens is listed as President, Chief Compliance Officer at Aspen Wealth Management, LLC in Fort Worth, TX. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Aspen Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Helen Barbre Stephens work?
Helen Barbre Stephens is listed as President, Chief Compliance Officer at Aspen Wealth Management, LLC on SEC Form ADV.
How much of Aspen Wealth Management, LLC does Helen Barbre Stephens own?
Form ADV reports a beneficial ownership band of 50-75%.
Aspen Wealth Management, LLC
| Title | President, Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2011 |