Ashlie
Connelly

Ameriprise Financial Services, Inc

CRD#5783115
Investment Advisor
in Cheyenne, WY

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About this Advisor

Ashlie Connelly is a financial advisor based in Cheyenne, Wyoming, with 11 years of professional experience. Connelly currently works for Ameriprise Financial Services, Inc. Their career trajectory has included roles at Ameriprise Financial Services, Inc and University Of Nebraska At Kearney. Connelly holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Wyoming. Ameriprise Financial Services, Inc is an advisory company headquartered in Cheyenne, Wyoming. The investment advisory business has offices in 166 locations and a total of 13,718 people on staff. It administers $248 billion in assets under management across its 1,393,263 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 1,577 charities and foundations. Of its 1,393,263 accounts, just 4% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Ameriprise Financial Services, Inc offers a number 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, publication of newsletters, educational seminars and other services. Fees for financial management largely vary depending on the financial services. Fee types charged by Ameriprise Financial Services, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 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, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

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

13,718

WY Average: 157
Total Number of Accounts

1,393,263

WY Average: 8,262
Average Account Size

$178,230

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 12 years of experience.

2010 - Present (10 years)

Ameriprise Financial Services, Inc

2008 - 2010 (2 years)

University Of Nebraska At Kearney

Disclosures

Ashlie Connelly has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

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

This content was compiled from the SEC and FINRA.

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