Unclaimed Profile

Candace Scholz

HELEN STEPHENS GROUP, LLC·FORT WORTH, Texas

Clean record9 years registeredHELEN STEPHENS GROUP, LLC

4200 S. HULEN ST., FORT WORTH, TX 76109CRD# 6782325Firm CRD# 159594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Candace Scholz · FORT WORTH, TX

Registration

CRD #6782325 · HELEN STEPHENS GROUP, LLC · 9 years registered

Brand Profile

Not yet started

Career History

ASPEN WEALTH MANAGEMENT, LLC

Apr 2017 – present

Registrations & Exams

Registration record

First registered · April 12, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELEN STEPHENS GROUP, LLC

CRD 159594 · SEC 801-114243

AUM

$368M

Regulatory assets under management

Employees

897 client accounts

Services offered by HELEN STEPHENS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HELEN STEPHENS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Candace Scholz offer?

Candace Scholz specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Candace Scholz's credentials?

Candace Scholz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Candace Scholz located?

Candace Scholz is based in FORT WORTH, Texas, working with HELEN STEPHENS GROUP, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Candace Scholz charge for services?

Candace Scholz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HELEN STEPHENS GROUP, LLC?

HELEN STEPHENS GROUP, LLC has approximately 9 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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