Ashlie
Connelly

Ameriprise Financial Services, LLC

CRD#5783115
Investment Advisor
in Cheyenne, WY

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About this Advisor

Ashlie Connelly is an investment advisor located in Cheyenne, Wyoming. Currently a registered investment advisor at Ameriprise Financial Services, LLC, they have accumulated 10 years of professional experience. Connelly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Connelly is able to act as an advisor in Wyoming. Connelly has spent their entire career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Cheyenne, Wyoming, and has 158 locations in the country. Overall, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 client accounts and retains more than 13,556 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the nation. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3000 Central Avenue
Cheyenne, WY 82001

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Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

WY Average: $5,289,111,388
Total Number of Employees

13,556

WY Average: 157
Total Number of Accounts

1,488,886

WY Average: 8,262
Average Account Size

$210,414

WY Average: $640,173

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ashlie Connelly Work History

Ashlie has 10 years of experience.

2010 - Present (10 years)

Ameriprise Financial Services, Inc

Disclosures

Ashlie Connelly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

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