Ashley Ottens, financial advisor Effingham IL

Ashley Ottens

CRD Number: 5800041
Current Firm: Midland Wealth Management

Ashley Ottens (CRD# 5800041) is an Investment Advisor Representative working at Midland Wealth Management in Effingham, IL and has over 13 years of experience in the finance industry.

Similar Advisors
Andrew Alepra, financial advisor Effingham IL
Andrew K. Alepra
CRD# 2690140
Lpl Financial LLC
Similar Advisors
Matthew Beck, financial advisor Effingham IL
Matthew L. Beck
CRD# 4315714
Edward Jones
Similar Advisors
Robert Brown, financial advisor Effingham IL
Robert A. Brown
CRD# 3013260
Edward Jones
Company Name Location Dates Years
Midland Wealth Management Sterling, IL Aug 2023 - Current < 1
Lasalle Street Sterling, IL Aug 2023 - Current < 1
U.s. Bancorp, Investments, Inc. Sterling, IL Nov 2018 - Aug 2023 4
Thrivent Financial Appleton, WI Jul 2014 - Nov 2018 4
Thrivent Investment Management Inc. Sterling, IL Jun 2014 - Nov 2018 4
United Healthcare Moline, IL Aug 2012 - Jun 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Ashley Ottens
Phone Number: 312-660-6516
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,503
    MILLIONS
  • Total Number of Accounts
    3,961
    ACCOUNTS
  • Average Account Value
    $632,006
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IL, MO

Ready to hire a financial advisor? Get competitive proposals from Ashley Ottens and other advisors.
BADGES

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.