AP
AP

Ashley Whitman Pease

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
344 advisors
Number of Clients
22,039 clients
Average Client Portfolio
$355K average
Assets Under Management
$7.8B

Fee Structure

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Location

228 West Washington St, Marquette, MI, 49855

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hantz Financial Services, INC.
November 2010 - Present · 15 yrs 3 mos
Hantz Financial Services, INC.Broker
February 2008 - Present · 18 yrs
State Registrations20 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Whitman Pease - Financial Advisor | TrueAdvisor