Stephanie C. Mcelheny

Employer firm

Aspen Wealth Strategies, LLC CRD 307424

$312M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2008 → 10/2016
  Hefren-Tillotson, Inc.
  Pittsburgh, PA
• 11/2016 → 10/2017
  Pnc Investments
  Pittsburgh, PA
• 11/2017 → 04/2018
  Dunston Financial Group
  Denver, CO
• 04/2018 → 11/2020
  Raymond James Financial Services, Inc,
  Arvada, CO
• 04/2018 → 11/2020
  Raymond James Financial Services Advisors Inc.
  Arvada, CO
• 11/2020 → Present
  Aspen Wealth Strategies, Llc D/B/A Aspen Wealth Planning
  Arvada, CO
• 06/2024 → Present
  Aspen Wealth Planning Llc
  Arvada, CO

Previous Registrations

• 2018-04-16 → 2020-11-09
  Raymond James Financial Services Advisors, Inc
  Arvada, CO
  Arvada, CO
• 2020-03-20 → 2020-03-31
  Aspen Wealth Strategies, Llc
  Arvada, CO
• 2017-11-03 → 2018-03-30
  Dunston Financial Group, Llc
  Denver, CO
• 2016-12-13 → 2017-11-09
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2012-08-31 → 2016-11-16
  Hefren-Tillotson, Inc.
  Pittsburgh, PA

Other Businesses

1. Aspen Wealth Planning LLC - Investment Related - 8333 Ralston Road, Suite 2, Arvada, CO 80002 - Manager and Owner - 06/2024 - 160 hours per month - d/b/a of Aspen Wealth Strategies that provides financial planning services on both an AUM and hourly basis. .

Exams

• S66 Uniform Combined State Law Examination
  2012-08-30

Designations

• Certified Financial Planner