Cade
Hengel
Aspen Wealth Strategies, LLC
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About this Advisor
Cade Hengel is a financial advisor working out of Arvada, Colorado with 3 years of industry experience. Hengel is on the advisory team at Aspen Wealth Strategies, LLC. Throughout their career, Hengel has worked at Raymond James Financial Services, Inc, Stonewolf Gardens, Fran Walter Contruction, Esferalia Capital, Learned Law Firm, First Northern Bank, Fran Walter Construction, University Of Wyoming and Raymond James Financial Services Advisors Inc. Hengel maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Aspen Wealth Strategies, LLC is a financial advisory business operating out of Arvada, CO. The company has a total of seven people on staff. It manages $226 million in total assets across its 1,075 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves seven charities and foundations. Of its 1,075 client accounts, 19% are held by high-net-worth investors who have at least $1 million in assets available to invest. Aspen Wealth Strategies, LLC offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Aspen Wealth Strategies, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspen Wealth Strategies, LLC Brokerage Details
$226,300,769
7
1,075
$210,512
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Cade Hengel Work History
Cade has been registered as a financial advisor for 3 years.*
Raymond James Financial Services Advisors Inc
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Stonewolf Gardens
Fran Walter Contruction
Esferalia Capital
Learned Law Firm
First Northern Bank
Fran Walter Construction
University Of Wyoming
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Arvada, CO
Arvada, CO
Arvada, CO
Arvada, CO
Arvada, CO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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