Ashlee
Ogrzewalla
Benjamin F. Edwards & Company, Inc
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About this Advisor
Ashlee Ogrzewalla is a certified financial planner operating out of Saint Louis, Missouri who has 1 year of industry experience. Ogrzewalla currently works for Benjamin F. Edwards & Company, Inc. Over the course of their career, they have held roles at Cambridge Capital Management, Nfp Advisor Services, Filtered Finance, Inc, Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Archford Capital Strategies, LLC, Purshe Kaplan Sterling Investments, Pentegra Distributors, Inc, Pentegra Services, Inc, Benjamin F. Edwards and Kestra Financial Services, Inc. Ogrzewalla maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri. Benjamin F. Edwards & Company, Inc is a registered investment firm that has its headquarters in Saint Louis, MO. The firm has offices in 87 locations and a total of 702 financial advisors. It handles $11 billion in total assets across its 42,128 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 87 charities and foundations. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which service is provided. However, fee types billed by Benjamin F. Edwards & Company, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards & Company, Inc Brokerage Details
$11,262,450,812
702
42,128
$267,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Ashlee Ogrzewalla Work History
Ashlee has been registered as a financial advisor for 1 years.*
Benjamin F. Edwards
Pentegra Distributors, Inc
Pentegra Services, Inc
Archford Capital Strategies, LLC
Purshe Kaplan Sterling Investments
Mutual Of America Life Insurance Company
Mutual Of America Securities LLC
Filtered Finance, Inc
Nfp Advisor Services
Kestra Financial Services, Inc
Cambridge Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashlee Ogrzewalla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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.