AP
CFP
AP
CFP

Ashley Marie Preston

4 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
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Location

8716 W. 151st Street, Overland Park, KS, 66221

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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 musician at Grace United Methodist Church since January 2022. This activity requires a few hours per week and is not investment-related.

Employment History
Current Registrations
Advisory Services Network
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Captrust
November 2022 - May 2024 · 1 yr 6 mos
Danda Trouve Investment Management, INC.
December 2020 - December 2022 · 2 yrs
State Registrations1 state
KS
Advisor
Exams
No exam information available for this advisor.
Ashley Marie Preston - Financial Advisor | TrueAdvisor