Nathan Wayne Davis

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:

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

Current Employers

Employment History

• 01/2015 → Present
  Guardian
  Fort Worth, TX
• 01/2015 → 11/2016
  Park Ave Securities
  Fort Worth, TX
• 11/2016 → Present
  Aspen Wealth Management
  Fort Worth, TX
• 01/2017 → Present
  Aspen Wealth Management
  Fort Worth, TX
• 01/2021 → Present
  Aspen Wealth Management
  Fort, TX

Previous Registrations

• 2015-01-26 → 2016-11-14
  Park Avenue Securities Llc
  Fort Worth, TX

Other Businesses

1. On board of trustees as Treasurer at Virginia Tech Alumni Association - Dallas/Fort Worth. Has check writing authority for this organization. Spends less than 1% of his time on this activity. 2. 15% Ownership stake with Aspen Wealth Management, LLC. Managing Member. Spends less than 10 hours per month. 3. On board of trustees for The Women's Center of Tarrant County - Dallas/Fort Worth. No financial authority for this organization. Spends less than 1% of his time on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2014-06-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Nathan W Davis