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Matthew Arthur Quezergue

Aspen Wealth Management, LLC

Fort Worth, TX

Fort Worth, TX

CRD 7250294

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Employer firm

Aspen Wealth Management, LLC CRD 159594

$658M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Aspen Wealth Management, Llc

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-21
  • TX RA
    APPROVED
    Since 2023-07-21

Branch Locations

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States

4200 S. Hulen St. Suite 422, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aspen Wealth Management Fort Worth TX 07/2021 Present
S. Harris Financial Group San Antonio TX 06/2020 08/2020
Texas A&M University College Station TX 08/2018 05/2021
Unemployed San Antonio TX 07/2013 08/2018
  • 07/2021 → Present
    Aspen Wealth Management
    Fort Worth, TX
  • 06/2020 → 08/2020
    S. Harris Financial Group
    San Antonio, TX
  • 08/2018 → 05/2021
    Texas A&M University
    College Station, TX
  • 07/2013 → 08/2018
    Unemployed
    San Antonio, TX
Designations
  • Certified Financial Planner
Other Names
  • Matt Quezergue

View on SEC IAPD

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