Helen Barbre Stephens

Current Employers

Employment History

• 05/2011 → Present
  Helen Stephens Group, Llc D/B/A Aspen Wealth Management
  Fort Worth, TX

Previous Registrations

• 2012-02-28 → 2013-11-02
  Cetera Advisors Llc
  Fort Worth, TX
  Greenwood Village, CO
  Colleyville, TX
• 2011-10-27 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2010-05-19 → 2011-09-28
  Commerce Wealth Advisers, Llc
  Fort Worth, TX
• 2008-09-17 → 2010-05-14
  Avantax Advisory Services
  Fort Worth, TX

Other Businesses

1. HELEN STEPHENS GROUP, REGISTERED INVESTMENT ADVISOR AND TAX PLANNING, SAME AS OFFICE ADDRESS, START 01/01/2012, 100% OWNER, 40HR/WK, FEES. 2. ASPEN WEALTH MANGEMENT, SAME AS OFFICE ADDRESS, START 01/15/2013, DBA NAME FOR SECURITIES AND INVESTMENT ADVISOR BUSINESS, 40HR/WK, FEES. 3.BARBRE GROUP INVESTMENTS LLC, 4200 S. HULEN STREET STE 422 FT WORTH, TX, 76109, COMMERCIAL REAL ESTATE HOLDINGS, 33% OWNER, LEASE INCOME. 4. KTF PROPERTIES, LLC- REAL ESTATE ENTITY-4629 BRIARHAVEN RD, FORT WORTH, TX 76109. START DATE:1/2/20, PARTNER, 50% OWNER. RECEIVES RENTAL INCOME. 1 HOUR /MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-07-23

Designations

Other Names

• Helen R Barbre