Ashley Rogers (CRD# 7239184) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Altoona, IA and has over 3 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Mar 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2022 - Current | 1 |
| Crossfit 327 | Pleasant Hill, IA | Jan 2013 - Current | 11 |
| The Respite Connection | Urbandale, IA | Jun 2008 - Current | 15 |
| Pfs Investments Inc. | Altoona, IA | May 2020 - Aug 2022 | 2 |
| Primerica Financial Services | Altoona, IA | Jul 2019 - Aug 2022 | 3 |
| United States Postal Service | Urbandale, IA | Dec 2018 - Mar 2019 | < 1 |
| Des Moines Public School District | Des Moines, IA | Jan 2016 - Mar 2018 | 2 |
| Southeast Polk Csd | Pleasant Hill, IA | Aug 2015 - Aug 2017 | 2 |
| Simpson College | Indianola, IA | Aug 2015 - Aug 2017 | 2 |
| Southeast Polk Csd | Pleasant Hill, IA | Aug 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2020 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IA
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
-
Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.