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Ashley C Robinson

15 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
2,371 clients
Average Client Portfolio
$238K average
Assets Under Management
$565.4M

Fee Structure

Minimum Investment:$25K
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Location

1 Denver Federal Center, ENTRANCE E9, Building 45, Lakewood, CO, 80225

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History

Regulatory History (1)
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Criminal
August 1999
Final Disposition
Other Business ActivitiesSells Insurance

Ashley works full-time as a financial planner for LTCPro, LLC DBA Federal Benefits Made Simple, providing financial planning, investment analysis, and product recommendations. She also works full-time as a registered representative with Madison Avenue Securities, LLC, and full-time as an Investment Advisor Representative with Buck Wealth Strategies.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
October 2024 - Present · 1 yr 4 mos
Madison Avenue Securities, LLC
April 2021 - Present · 4 yrs 10 mos
Madison Avenue Securities, LLCBroker
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - March 2025 · 3 yrs 11 mos
Cl Wealth Management LLC
March 2016 - April 2021 · 5 yrs 1 mo
Cabot Lodge Securities LLCBroker
December 2015 - April 2021 · 5 yrs 4 mos
Chase Investment Services CORP.
May 2009 - January 2012 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
May 2009 - January 2012 · 2 yrs 8 mos
Wells Fargo Investments, LLC
May 2008 - May 2009 · 1 yr
Wells Fargo Investments, LLCBroker
May 2008 - May 2009 · 1 yr
Chase Investment Services CORP.
February 2007 - May 2008 · 1 yr 3 mos
Chase Investment Services CORP.Broker
January 2007 - May 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - January 2007 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2006 - January 2007 · 6 mos
Intersecurities, INC.Broker
February 2006 - February 2006 · 0 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.