Ashlee Willis
Ashlee Willis is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winter Park, FL, with 12 years of industry experience. Ashlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2709 W Fairbanks Ave, Ste 100, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (12)
Financial
October 2018Financial
October 2018Financial
October 2018Financial
October 2018Financial
August 2017Financial
July 2017Financial
July 2017Financial
June 2017Financial
April 2017Financial
April 2017Financial
February 2017Employment Separation After Allegations
January 2015Other Business Activities
Ashlee will be working as a poll worker for the Butler County Board of Elections for two days in 2024, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Horter Investment Management, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Edward JonesBroker
Edward Jones
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations3 states
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.