AG
AG

Ashton David Glaser

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
262 advisors
Number of Clients
6,885 clients
Average Client Portfolio
$4K average
Assets Under Management
$24.4M

Fee Structure

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Location

3555 South Culpepper Circle, Suite 100, Springfield, MO, 65804

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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 ActivitiesSells Insurance

Ashton is an insurance agent since 2018, focusing on health and life insurance, dedicating full-time hours during trading hours. Ashton also co-owns "Great Handyman Near Me" with family, providing handyman services, dedicating minimal time to this venture.

Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
December 2018 - Present · 7 yrs 2 mos
Mutual of Omaha Investor Services, INC.Broker
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
July 2018 - November 2018 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 2016 - April 2018 · 1 yr 9 mos
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.