Ashley
Preston

Advisory Services Network

CRD#6700531
Investment Advisor
in Overland Park, KS

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About this Advisor

Ashley Preston is a financial advisor based in Overland Park, Kansas, working with Advisory Services Network. Ashley has previously held positions at Mariner Wealth Advisors, Kansas City University - Admissions, Kansas State University - Admissions, Manhattan Park And Recreation Dept, Kansas State University, Danda Trouve Investment Management, Capfinancial Partners LLC (Captrust), and Advisory Services Network, LLC. Ashley is registered to provide services in Kansas. Currently, Ashley is part of Advisory Services Network, which operates out of Overland Park, Kansas. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8716 W. 151St Street
Overland Park, KS 66221

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

KS Average: $3,570,121,308
Total Number of Employees

215

KS Average: 58
Total Number of Accounts

24,286

KS Average: 1,608
Average Account Size

$280,767

KS Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ashley Preston Work History

2024 - Present (1 year)

Advisory Services Network, LLC

2022 - Present (3 years)

Capfinancial Partners LLC (Captrust)

2022 - 2022 (< 1 year)

Danda Trouve Investment Management

2020 - 2022 (2 years)

Danda Trouve Investment Management

2017 - 2020 (3 years)

Danda Trouve Investment Management

2016 - 2017 (1 year)

Mariner Wealth Advisors

2014 - 2016 (2 years)

Kansas City University - Admissions

2014 - 2014 (< 1 year)

Kansas State University - Admissions

2014 - 2014 (< 1 year)

Manhattan Park And Recreation Dept

2011 - 2016 (5 years)

Kansas State University

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Disclosures

Please visit the SEC profile of Ashley Preston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisory Services Network

Siegfreid Lauren
Lexington, KY
Steffen Beck
Atlanta, GA
Justin Dorton
Camden, SC
Edmund Hilston
Merrimack, NH
Michael Miller
Mequon, WI
Inderjit Samra
Atlanta, GA
Dudley Whitlock
Landrum, SC
Miao Zhu
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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