Ashley Kolweier is a registered investment advisor at Assuredpartners Investment Advisors, based in Nashville, IL, with 6 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
APIA's fee for managing your investments is a percentage of the value of your portfolio. This fee is negotiable, with a maximum of 2.5% per year. The exact percentage depends on the size of your portfolio, your household, the complexity of the advice, and the scope of the relationship. If APIA uses third-party investment advisors, the total fee is shared between APIA and the third-party advisor.
Location
9627 Wall St., Nashville, IL, 62263
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ashley works as a Director-trading for FSM Wealth, processing trades and handling client requests, dedicating full-time hours. Ashley also works full-time as a Registered Investment Advisor (RIA) for AssuredPartners Investment Advisors, LLC.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
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.