Ashlee Ogrzewalla
Ashlee Ogrzewalla is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 14 years of industry experience. Ashlee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Ashlee is a member of the Board of Directors for Youth & Family Center since 2021. This non-compensated activity takes minimal time per month and occurs outside of business hours.
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Pentegra Investors, INC.
Pentegra Distributors INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Archford Capital Strategies, LLC
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities LLCBroker
Filtered Finance
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Cambridge Capital Management, LLC
State Registrations1 state
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
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