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Ashley Elise Musselman

15 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Minimum Annual Fee:$3,000
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Location

113 W Superior Street, Munising, MI, 49862

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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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Other Business Activities

Ashley is a managing advisor at CG Financial Services since 2022 and a freelance writer since 2018, spending minimal time on writing. She also operates Route2Retire as a DBA for her LPL business, dedicating about 10-20% of her time during securities trading.

Employment History
Current Registrations
Cg Advisory Services
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
LPL Financial LLC
June 2020 - April 2022 · 1 yr 10 mos
LPL Financial LLCBroker
June 2020 - April 2022 · 1 yr 10 mos
Commonwealth Financial Network
November 2019 - July 2020 · 8 mos
Commonwealth Financial NetworkBroker
November 2019 - July 2020 · 8 mos
J.P. Morgan Securities LLC
September 2014 - September 2019 · 5 yrs
J.P. Morgan Securities LLCBroker
July 2014 - September 2019 · 5 yrs 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.Broker
February 2010 - October 2012 · 2 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.