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Ashley Joanne Vega

Investment adviser representative at Advisors Management Group Inc
11 yearsExperience
1 stateRegistered in
$819.6MFirm assets
37 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

Experience

11 years in the industry.

  1. Advisors Management Group, Inc.Jan 2019 to now
  2. Advisors Management Group, Inc.Mar 2015 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (WI).

Advisors Management Group Inc

$819.6MAssets managed
1,918Clients
12Advisers
37 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
6127834
Firm CRD
113020
Advisor's SEC record (opens in a new tab)
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