Ashlee Willis
Investment adviser representative at Ameriprise Financial Services, LLC
11 yearsExperience
3 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- UnemployedNov 2023 to Sep 2024
- Ameriprise Financial ServicesAug 2023 to Nov 2023
- Horter Financial Strategies LLCAug 2022 to Jul 2023
- Horter Investment Management LLCAug 2022 to Jul 2023
- Ameriprise Financial Services, LLCJun 2021 to Jul 2022
- UnemployedApr 2020 to Jun 2021
- Financial Design GroupApr 2019 to Mar 2020
- Minnesota Life Insurance CoApr 2019 to Mar 2020
- Securian Financial Services IncApr 2019 to Mar 2020
- UnemployedMar 2018 to Apr 2019
- Edward JonesApr 2015 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, OH, TN).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5752644
- Firm CRD
- 6363