AR
CFP
AR
CFP

Ashley Lynn Reiter

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

9800 Shelard Pkwy, Suite 113, Plymouth, MN, 55441

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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 Financial Planner and Consultant for Delegated Planning Company, a registered investment advisory firm. This investment-related activity takes a few hours per week of her time.

Employment History
Current Registrations
Strategic Blueprint, LLC
September 2025 - Present · 5 mos
Advanced Planning Collective
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Merino Wealth Management
March 2025 - November 2025 · 8 mos
Advanced Planning Collective
March 2024 - December 2024 · 9 mos
Great River Financial
July 2023 - September 2025 · 2 yrs 2 mos
Gw Financial
April 2022 - November 2024 · 2 yrs 7 mos
Grove Street Fiduciary, LLC
September 2019 - July 2021 · 1 yr 10 mos
Jnba Financial Advisors INC
February 2019 - July 2019 · 5 mos
Bgm Wealth Partners
January 2018 - February 2019 · 1 yr 1 mo
State Registrations2 states
MNNY
Advisor
Exams
No exam information available for this advisor.