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Ashley Gabrielle Kolweier

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,945 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$3.3B

Fee Structure

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Location

9627 Wall St., Nashville, IL, 62263

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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 works as a Director-trading for FSM Wealth, processing trades and handling client requests, dedicating full-time hours. Ashley also works full-time as a Registered Investment Advisor (RIA) for AssuredPartners Investment Advisors, LLC.

Employment History
Current Registrations
Assuredpartners Investment Advisors
August 2024 - Present · 1 yr 6 mos
Private Client Services, LLCBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2023 - August 2024 · 1 yr 4 mos
Kestra Investment Services, LLCBroker
February 2020 - August 2024 · 4 yrs 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ashley Gabrielle Kolweier - Financial Advisor | TrueAdvisor