Cade
Hengel

Aspen Wealth Strategies, LLC

CRD#6723856
Investment Advisor
in Arvada, CO

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About this Advisor

Cade Hengel is a financial advisor based in Arvada, Colorado, working with Aspen Wealth Strategies, LLC. Cade has previously held positions at Raymond James Financial Services, Inc, Stonewolf Gardens, Fran Walter Construction, Esferalia Capital, Learned Law Firm, First Northern Bank, University Of Wyoming, and Raymond James Financial Services Advisors Inc. Cade has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Cade is part of Aspen Wealth Strategies, LLC, which operates out of Arvada, Colorado. The firm has 3 offices and 7 employees. The firm manages assets totaling $248.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Aspen Wealth Strategies, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8333 Ralston Road, Suite 2
Arvada, CO 80002

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Aspen Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$248,713,413

CO Average: $2,349,664,866
Total Number of Employees

7

CO Average: 28
Total Number of Accounts

1,166

CO Average: 1,101
Average Account Size

$213,305

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Cade Hengel Work History

2019 - Present (5 years)

Raymond James Financial Services Advisors Inc

2017 - Present (7 years)

Raymond James Financial Services, Inc

2016 - Present (8 years)

Raymond James Financial Services, Inc

2016 - 2016 (< 1 year)

Stonewolf Gardens

2015 - 2016 (1 year)

Fran Walter Contruction

2015 - 2015 (< 1 year)

Esferalia Capital

2014 - 2015 (1 year)

Learned Law Firm

2014 - 2014 (< 1 year)

First Northern Bank

2011 - 2014 (3 years)

University Of Wyoming

Disclosures

Please visit the SEC profile of Cade Hengel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aspen Wealth Strategies, LLC

Andy Mcclaflin
Arvada, CO
Blake Wilson
Arvada, CO
Bradley Lindeberg
Arvada, CO
Cade Hengel
Arvada, CO
Stephanie Mcelheny
Arvada, CO
Amber Anderson
Arvada, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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