Ashlee Nicole Ogrzewalla
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$18.9BFirm assets
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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
10 years in the industry.
- Benjamin F. Edwards & Company, Inc.Apr 2022 to now
- Benjamin F. EdwardsApr 2022 to now
- Pentegra Distributors, Inc.Aug 2019 to Apr 2022
- Pentegra Services, Inc.Aug 2019 to Apr 2022
- Purshe Kaplan Sterling InvestmentsJun 2018 to Aug 2018
- Archford Capital Strategies, LLCMay 2018 to Aug 2019
- Mutual of America Life Insurance CompanyOct 2017 to Apr 2018
- Mutual of America Securities LLCOct 2017 to Apr 2018
- UnemployedJul 2017 to Oct 2017
- Filtered Finance, Inc.Jul 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (MO).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 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
- 5794854
- Firm CRD
- 146936