Candace Scholz

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

• 04/2015 → Present
  Aspen Wealth Management
  Fort Worth, TX
• 04/2015 → Present
  Aspen Wealth Management
  Fort Worth, TX

Other Businesses

1. GLEN ROSE TEXAS CITY COUNCIL, COMPENSATED POSITION- 201 VERNON STREET GLEN ROSE, TX 76043. START DATE 2023, MEMBER, NOT INVESTMENT RELATED. NO CHECK WRITING AUTHORITY. 6 HOURS/ MONTH. 2. 14% OWNERSHIP STAKE IN ASPEN WEALTH MANAGEMENT, LLC. MANAGING MEMBER. LESS THAN 10 HOURS PER MONTH.

Designations

• Certified Financial Planner