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 out of Cheyenne, Wyoming, who has 10 years in the industry. Connelly is on the advisory team at Ameriprise Financial Services, Inc. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc and University Of Nebraska At Kearney. Connelly holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Wyoming. Ameriprise Financial Services, Inc is a financial advisory company based in Cheyenne, Wyoming. The investment advisory business has offices in 161 locations and a total of 13,020 advisors. It administers $244 billion in assets among its 1,268,997 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 1,420 charitable organizations. Of its 1,268,997 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets. The company offers a number of services, including 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees charged by Ameriprise Financial Services, Inc can consist of some blend of 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, 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 10 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, Inc

Milan Smado
Richardson, TX
Jason Helbig
Gresham, OR
John Lewis
Roseville, CA
Amy Smith
Novi, MI
Kevin Pittman
McKinney, TX
Mark Leach
Lutherville Timonium, MD
Kelly Noonan
De Pere, WI
Ashlie Connelly
Cheyenne, WY

This content was compiled from the SEC and FINRA.

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