Ameriprise Financial Services, LLC
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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
Years of Experience
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Ameriprise Financial Services, LLC Brokerage Details
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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
Ashlie Connelly Work History
Ashlie has 10 years of experience.
Ameriprise Financial Services, Inc
Ashlie Connelly has no disclosures.
Please visit their SEC profile for more details.
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