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Ashley Robinson

Buck Wealth Strategies, LLC
16 Years of Experience
Lakewood, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Ashley Robinson is a registered investment advisor at Buck Wealth Strategies, LLC, based in Lakewood, CO, with 16 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,948 clients with $1.6B in assets under management.

Buck Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
2,948 clients
Average Client Portfolio
$557K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50%. Fees may vary based on account size, portfolio complexity, or other factors, and are negotiable at the firm's sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Denver Federal Center, ENTRANCE E9, Building 45, Lakewood, CO, 80225

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1999
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ashley works full-time as a financial planner for LTCPro, LLC DBA Federal Benefits Made Simple, providing financial planning, investment analysis, and product recommendations. She also works full-time as a registered representative with Madison Avenue Securities, LLC, and full-time as an Investment Advisor Representative with Buck Wealth Strategies.

Employment History
Current Registrations
Buck Wealth Strategies, LLC
October 2024 - Present · 2 yrs
Madison Avenue Securities, LLC
April 2021 - Present · 5 yrs 6 mos
Madison Avenue Securities, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - March 2025 · 3 yrs 11 mos
Cl Wealth Management LLC
March 2016 - April 2021 · 5 yrs 1 mo
Cabot Lodge Securities LLCBroker
December 2015 - April 2021 · 5 yrs 4 mos
Chase Investment Services CORP.
May 2009 - January 2012 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
May 2009 - January 2012 · 2 yrs 8 mos
Wells Fargo Investments, LLC
May 2008 - May 2009 · 1 yr
Wells Fargo Investments, LLCBroker
May 2008 - May 2009 · 1 yr
Chase Investment Services CORP.
February 2007 - May 2008 · 1 yr 3 mos
Chase Investment Services CORP.Broker
January 2007 - May 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2006 - January 2007 · 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2006 - January 2007 · 6 mos
Intersecurities, INC.Broker
February 2006 - February 2006 · 0 mos
State Registrations35 states
AKALAZCACOCTDEFLIAIDILKSKYMAMDMIMNMOMSMTNCNDNMNVNYOKPASCSDTXUTVAVTWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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