Ashley Kolweier
Ashley Kolweier is a registered investment advisor at Assuredpartners Investment Advisors, based in Nashville, IL, with 6 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 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee is negotiable and varies by office and client circumstances, subject to a maximum annual fee rate of 2.50%.
Fee Estimator
Location
9627 Wall St., Nashville, IL, 62263
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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
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.
Exams
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